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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 | Other Services | $25,994 |
QBI, LLC1+ years Service code 49 · EIN 26-2768667 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Other Services | $12,097 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $3,295 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES, INC Service code 26 | Advisory (Participants) | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 49 · EIN 74-2794194 1250 S. CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Services | $0 |
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 | $92,788 | $70,002+32.6% | $115,038-19.3% | $52,331+77.3% |
| Participation rate | 86.4% | 72.1%+14.3pp | 81.4%+5.0pp | 68.1%+18.3pp |
| Annual return | 0.33% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,355 | $2,715-50.1% | $4,608-70.6% | $1,882-28.0% |
| Participant deferral / active EE | $4,979 | $4,920+1.2% | $6,026-17.4% | $3,022+64.7% |
| Admin fee / account holder | $27 | $566-95.2% | $8,175-99.7% | $592-95.4% |