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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,775 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $15,709 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $9,091 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MKL MILLER KAPLAN ARASE Service code 10 · EIN 95-3252081 | Accounting | $8,150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,417 | $68,413-68.7% | $123,106-82.6% | $55,191-61.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 86.8%+5.6pp | 69.2%+23.2pp |
| Annual return | -0.72% | 6.30%-7.0pp | 13.22%-13.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $517 | $3,050-83.1% | $5,151-90.0% | $1,899-72.8% |
| Participant deferral / active EE | $2,144 | $4,490-52.3% | $6,229-65.6% | $3,046-29.6% |
| Admin fee / account holder | $43 | $88-51.0% | $9,015-99.5% | $91-52.6% |