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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,742 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,476 |
POLLARD & ASSOCIATES, INC.2+ years Service code 13 · EIN 52-0909772 | Contract Administrator | $10,162 |
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 | $70,737 | $91,439-22.6% | $135,974-48.0% | $71,511-1.1% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 16.82% | 29.90%-13.1pp | 68.30%-51.5pp | 28.86%-12.0pp |
| Employer contribution / active EE | $8,710 | $3,705+135.1% | $4,859+79.3% | $2,589+236.4% |
| Participant deferral / active EE | $8,471 | $7,093+19.4% | $7,760+9.2% | $4,291+97.4% |
| Admin fee / account holder | $162 | $1,267-87.2% | $10,767-98.5% | $1,588-89.8% |