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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,744 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,436 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,969 | $55,449+17.2% | $83,831-22.5% | $56,289+15.4% |
| Participation rate | 24.6% | 68.0%-43.4pp | 76.1%-51.5pp | 69.9%-45.3pp |
| Annual return | -3.40% | -1.38%-2.0pp | 850.99%-854.4pp | -9.96%+6.6pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,617 | $2,935-44.9% | $4,082-60.4% | $3,350-51.7% |
| Admin fee / account holder | $364 | $656-44.5% | $5,479-93.4% | $521-30.1% |