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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,800 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,441 |
PENSION INC.5+ years Service code 49 | Other Services | $25,000 |
PENSION INC.5+ years Filed as: PENSION INC Service code 49 · EIN 39-1623968 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,701 | $92,055-6.9% | $106,213-19.3% | $77,643+10.4% |
| Participation rate | 61.4% | 81.0%-19.7pp | 75.3%-13.9pp | 70.6%-9.2pp |
| Annual return | 13.52% | 17.91%-4.4pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,196 | $3,367-64.5% | $3,171-62.3% | $2,726-56.1% |
| Participant deferral / active EE | $2,099 | $5,386-61.0% | $5,016-58.2% | $4,647-54.8% |
| Admin fee / account holder | $235 | $219+7.3% | $11,033-97.9% | $430-45.4% |