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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,910 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $19,240 |
Service code 49 · EIN 74-2794194 | Other Services | $11,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,074 | $37,213-83.7% | $156,551-96.1% | $63,975-90.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 8.60% | 47.89%-39.3pp | 32.23%-23.6pp | 48.65%-40.1pp |
| Employer contribution / active EE | $94 | $1,357-93.1% | $5,501-98.3% | $2,182-95.7% |
| Participant deferral / active EE | $554 | $2,070-73.2% | $4,871-88.6% | $3,356-83.5% |
| Admin fee / account holder | $30 | $56-46.3% | $13,028-99.8% | $70-57.0% |