Filed November 22, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,863 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $17,477 |
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 | $73,217 | $75,183-2.6% | $123,894-40.9% | $55,167+32.7% |
| Participation rate | 83.4% | 72.8%+10.6pp | 81.4%+2.0pp | 69.0%+14.5pp |
| Annual return | 8.15% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,646 | $2,823-6.3% | $4,617-42.7% | $1,963+34.8% |
| Participant deferral / active EE | $9,080 | $5,084+78.6% | $5,984+51.7% | $3,054+197.3% |
| Admin fee / account holder | $217 | $663-67.2% | $8,357-97.4% | $504-56.9% |