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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 93-1098102 | Contract Administrator | $31,555 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,667 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 75-2794194 | Other Services | $15,289 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 93-0189318 | Accounting | $14,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,568 |
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 | $129,463 | $70,002+84.9% | $115,038+12.5% | $52,331+147.4% |
| Participation rate | 84.2% | 72.1%+12.1pp | 81.4%+2.8pp | 68.1%+16.1pp |
| Annual return | 0.70% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,948 | $2,715+45.4% | $4,608-14.3% | $1,882+109.8% |
| Participant deferral / active EE | $3,170 | $4,920-35.6% | $6,026-47.4% | $3,022+4.9% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.4% |