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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,957 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,707 |
POLLARD & ASSOCIATES, INC.3+ years Service code 13 · EIN 52-0909772 | Contract Administrator | $10,881 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,260 | $101,672-20.1% | $147,117-44.8% | $74,478+9.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 15.21% | 8757.83%-8742.6pp | 420.54%-405.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $10,353 | $3,813+171.5% | $4,932+109.9% | $2,626+294.2% |
| Participant deferral / active EE | $9,042 | $7,305+23.8% | $8,065+12.1% | $4,350+107.8% |
| Admin fee / account holder | $179 | $1,753-89.8% | $12,993-98.6% | $1,946-90.8% |