| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,770 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $73,628 |
Service code 49 · EIN 74-2794194 | Other Services | $55,364 |
CIRCLE K3+ years Service code 10 · EIN 74-1149540 | Accounting | $33,156 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,598 | $39,909-23.3% | $78,775-61.2% | $80,976-62.2% |
| Participation rate | 16.1% | 55.7%-39.6pp | 69.2%-53.1pp | 68.3%-52.2pp |
| Annual return | 22.53% | 23.47%-0.9pp | 35.62%-13.1pp | 22.91%-0.4pp |
| Employer contribution / active EE | $121 | $778-84.5% | $1,986-93.9% | $2,402-95.0% |
| Participant deferral / active EE | $330 | $1,359-75.7% | $2,958-88.9% | $3,848-91.4% |
| Admin fee / account holder | $31 | $50-37.2% | $5,132-99.4% | $67-53.7% |