Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,296 |
HARTFIELD INC.1+ years Service code 13 · EIN 35-1711392 | Contract Administrator | $25,791 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $7,567 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,858 | $33,745-26.3% | $64,105-61.2% | $55,191-55.0% |
| Participation rate | 59.2% | 59.4%-0.1pp | 68.2%-9.0pp | 69.2%-10.0pp |
| Annual return | -1.85% | 4.95%-6.8pp | 791.24%-793.1pp | 10.78%-12.6pp |
| Employer contribution / active EE | $338 | $641-47.3% | $1,820-81.4% | $1,899-82.2% |
| Participant deferral / active EE | $2,097 | $1,929+8.7% | $2,822-25.7% | $3,046-31.2% |
| Admin fee / account holder | $157 | $94+66.2% | $4,499-96.5% | $91+72.7% |