Filed November 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,383 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $2,979 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
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 | $25,322 | $47,078-46.2% | $100,671-74.8% | $55,191-54.1% |
| Participation rate | 98.8% | 58.0%+40.7pp | 70.7%+28.0pp | 69.2%+29.6pp |
| Annual return | 0.06% | 0.65%-0.6pp | 20.43%-20.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $930 | $1,065-12.7% | $4,012-76.8% | $1,899-51.0% |
| Participant deferral / active EE | $2,443 | $2,038+19.8% | $3,144-22.3% | $3,046-19.8% |
| Admin fee / account holder | $18 | $153-88.2% | $4,850-99.6% | $91-80.1% |