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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,836 |
POLLARD & ASSOCIATES, INC.1+ years Service code 17 · EIN 52-0909772 | Pension Consulting | $18,836 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,772 |
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 | $59,044 | $84,493-30.1% | $125,381-52.9% | $66,938-11.8% |
| Participation rate | 86.3% | 76.4%+9.9pp | 82.4%+3.9pp | 69.8%+16.5pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $8,377 | $3,554+135.7% | $4,815+74.0% | $2,545+229.1% |
| Participant deferral / active EE | $6,954 | $6,783+2.5% | $7,448-6.6% | $4,238+64.1% |
| Admin fee / account holder | $138 | $685-79.8% | $10,007-98.6% | $594-76.7% |