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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $5,752 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,172 | $56,171-55.2% | $108,745-76.9% | $55,167-54.4% |
| Participation rate | 54.8% | 70.7%-15.9pp | 77.7%-22.9pp | 69.0%-14.2pp |
| Annual return | 10.87% | 214.86%-204.0pp | 46.22%-35.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $646 | $2,153-70.0% | $3,323-80.5% | $1,963-67.1% |
| Participant deferral / active EE | $2,187 | $3,437-36.4% | $5,121-57.3% | $3,054-28.4% |
| Admin fee / account holder | $55 | $302-81.9% | $6,144-99.1% | $504-89.1% |