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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 | Other Services | $4,649 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,228 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $408 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES, INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,172 | $58,726-19.7% | $92,240-48.9% | $62,293-24.3% |
| Participation rate | 83.0% | 68.3%+14.7pp | 76.5%+6.5pp | 69.5%+13.5pp |
| Annual return | 15.16% | 43.62%-28.5pp | 176.29%-161.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $686 | $2,392-71.3% | $3,680-81.3% | $2,042-66.4% |
| Participant deferral / active EE | $2,702 | $2,766-2.3% | $3,897-30.7% | $3,169-14.8% |
| Admin fee / account holder | $188 | $556-66.3% | $5,194-96.4% | $479-60.8% |