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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $185,429 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2791194 | 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 | $32,687 | $49,270-33.7% | $156,551-79.1% | $329,111-90.1% |
| Participation rate | 55.4% | 68.1%-12.7pp | 84.0%-28.6pp | 67.9%-12.4pp |
| Annual return | 10.79% | 23.25%-12.5pp | 32.23%-21.4pp | 16.35%-5.6pp |
| Employer contribution / active EE | $450 | $1,534-70.7% | $5,501-91.8% | $2,303-80.5% |
| Participant deferral / active EE | $2,144 | $2,920-26.6% | $4,871-56.0% | $3,682-41.8% |
| Admin fee / account holder | $16 | $51-68.4% | $13,028-99.9% | $754-97.9% |