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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $14,155 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,304 | $37,117-45.3% | $147,617-86.2% | $55,191-63.2% |
| Participation rate | 67.0% | 63.6%+3.4pp | 84.6%-17.6pp | 69.2%-2.1pp |
| Annual return | -1.27% | 3.44%-4.7pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,340 | $1,620-17.3% | $5,564-75.9% | $1,899-29.4% |
| Participant deferral / active EE | $817 | $1,985-58.9% | $4,895-83.3% | $3,046-73.2% |
| Admin fee / account holder | $32 | $86-62.6% | $11,612-99.7% | $91-64.7% |