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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $252,795 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 | Advisory (Plan) | $55,818 |
Service code 13 · EIN 38-3220894 | Contract Administrator | $52,919 |
Service code 10 · EIN 99-4239225 | Accounting | $39,000 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC, Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,301 | $89,123-48.0% | $102,460-54.8% | $77,762-40.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 12.59% | 25.05%-12.5pp | 29.47%-16.9pp | 31.27%-18.7pp |
| Employer contribution / active EE | $3,259 | $2,700+20.7% | $3,025+7.7% | $2,728+19.5% |
| Participant deferral / active EE | $5,466 | $5,148+6.2% | $5,056+8.1% | $4,651+17.5% |
| Admin fee / account holder | $259 | $236+9.6% | $9,460-97.3% | $433-40.3% |