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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,546 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,315 | $33,745-25.0% | $64,105-60.5% | $55,191-54.1% |
| Participation rate | 34.0% | 59.4%-25.4pp | 68.2%-34.2pp | 69.2%-35.2pp |
| Annual return | 144.68% | 4.95%+139.7pp | 791.24%-646.6pp | 10.78%+133.9pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,497 | $1,929-22.4% | $2,822-46.9% | $3,046-50.9% |
| Admin fee / account holder | $191 | $94+102.1% | $4,499-95.8% | $91+110.0% |