Filed April 29, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 13 · EIN 74-2794194 | Contract Administrator | $23,042 |
BDO USA, LLP1+ years Filed as: BDO LLP USA Service code 10 · EIN 13-5381590 | Accounting | $17,005 |
BENEFIT CONSULTANTS GROUP1+ years Service code 10 · EIN 23-2383285 | Accounting | $14,501 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -2.56% | -1.67%-0.9pp | -1.08%-1.5pp | -2.16%-0.4pp |
| Employer contribution / active EE | $33,333 | $44,358-24.9% | $35,779-6.8% | $42,949-22.4% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |