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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $892,364 |
NFP RETIREMENT INC4+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2791194 | Advisory (Plan) | $26,700 |
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 | $33,060 | $46,969-29.6% | $154,110-78.5% | $73,367-54.9% |
| Participation rate | 69.5% | 72.4%-2.9pp | 83.0%-13.6pp | 69.5%0pp |
| Annual return | 0.92% | 821.68%-820.8pp | 735.22%-734.3pp | 173.45%-172.5pp |
| Employer contribution / active EE | $559 | $1,723-67.5% | $5,298-89.4% | $2,499-77.6% |
| Participant deferral / active EE | $2,827 | $3,162-10.6% | $5,081-44.4% | $4,033-29.9% |
| Admin fee / account holder | $67 | $47+42.8% | $13,412-99.5% | $68-2.7% |