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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,709 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,539 | $82,978-29.5% | $130,231-55.0% | $74,419-21.3% |
| Participation rate | 64.3% | 73.7%-9.3pp | 76.3%-11.9pp | 70.7%-6.4pp |
| Annual return | 17.04% | 123.05%-106.0pp | 38.77%-21.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,300 | $3,391-61.7% | $4,126-68.5% | $2,637-50.7% |
| Participant deferral / active EE | $4,931 | $5,370-8.2% | $6,799-27.5% | $4,528+8.9% |
| Admin fee / account holder | $334 | $354-5.8% | $6,020-94.5% | $348-4.1% |