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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,502 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,020 | $47,977-66.6% | $154,107-89.6% | $56,287-71.5% |
| Participation rate | 63.9% | 66.2%-2.3pp | 83.0%-19.2pp | 69.9%-6.0pp |
| Annual return | -9.33% | 3.54%-12.9pp | 735.12%-744.4pp | -9.96%+0.6pp |
| Employer contribution / active EE | $629 | $2,169-71.0% | $5,298-88.1% | $2,111-70.2% |
| Participant deferral / active EE | $1,878 | $2,392-21.5% | $5,081-63.0% | $3,350-43.9% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |