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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,029 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE INC Service code 49 | Other Services | $3,383 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $2,209 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,697 | $52,884-43.8% | $84,753-65.0% | $55,167-46.2% |
| Participation rate | 95.5% | 67.5%+28.0pp | 76.6%+19.0pp | 69.0%+26.6pp |
| Annual return | 8.05% | 18.03%-10.0pp | 22.78%-14.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $4,416 | $2,233+97.7% | $3,574+23.5% | $1,963+125.0% |
| Participant deferral / active EE | $969 | $2,644-63.3% | $3,712-73.9% | $3,054-68.3% |
| Admin fee / account holder | $52 | $581-91.0% | $5,333-99.0% | $504-89.6% |