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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $48,558 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,872 |
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 | $75,192 | $88,324-14.9% | $115,037-34.6% | $55,191+36.2% |
| Participation rate | 90.7% | 72.5%+18.1pp | 81.4%+9.3pp | 69.2%+21.5pp |
| Annual return | -0.01% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,062 | $2,805-26.5% | $4,608-55.3% | $1,899+8.6% |
| Participant deferral / active EE | $7,043 | $5,042+39.7% | $6,026+16.9% | $3,046+131.2% |
| Admin fee / account holder | $80 | $105-24.1% | $8,175-99.0% | $91-11.9% |