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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 93-1098102 | Contract Administrator | $28,253 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 27 | Advisory (Plan) | $16,726 |
Service code 49 · EIN 74-2794194 | Other Services | $15,731 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 93-0189318 | Accounting | $11,949 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,937 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
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 | $133,243 | $75,183+77.2% | $123,894+7.5% | $55,167+141.5% |
| Participation rate | 72.0% | 72.8%-0.8pp | 81.4%-9.4pp | 69.0%+3.0pp |
| Annual return | 9.58% | 19.01%-9.4pp | 47.52%-37.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $3,301 | $2,823+16.9% | $4,617-28.5% | $1,963+68.2% |
| Participant deferral / active EE | $3,002 | $5,084-41.0% | $5,984-49.8% | $3,054-1.7% |
| Admin fee / account holder | $14 | $663-97.9% | $8,357-99.8% | $504-97.2% |