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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $912,806 |
NFP RETIREMENT INC3+ 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.
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 | $36,643 | $53,684-31.7% | $170,435-78.5% | $80,976-54.7% |
| Participation rate | 61.0% | 69.2%-8.2pp | 83.6%-22.6pp | 68.3%-7.3pp |
| Annual return | 20.38% | 25.97%-5.6pp | 205.94%-185.6pp | 22.91%-2.5pp |
| Employer contribution / active EE | $500 | $1,642-69.5% | $5,432-90.8% | $2,402-79.2% |
| Participant deferral / active EE | $2,458 | $3,017-18.5% | $4,939-50.2% | $3,848-36.1% |
| Admin fee / account holder | $85 | $46+82.6% | $13,881-99.4% | $67+25.5% |