Filed January 12, 2021 (most recent of 3 filings on file)
Total covered: 2,125 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,588 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $106,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,638 | $46,516-29.8% | $147,618-77.9% | $69,651-53.1% |
| Participation rate | 51.3% | 65.8%-14.5pp | 84.6%-33.3pp | 66.6%-15.2pp |
| Annual return | 3.90% | 9.48%-5.6pp | 61.98%-58.1pp | 53.77%-49.9pp |
| Employer contribution / active EE | $402 | $1,393-71.1% | $5,564-92.8% | $2,241-82.1% |
| Participant deferral / active EE | $1,975 | $2,719-27.4% | $4,895-59.6% | $3,635-45.7% |
| Admin fee / account holder | $18 | $45-60.4% | $11,612-99.8% | $63-72.0% |