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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 | $21,271 |
Service code 49 · EIN 74-2794194 | Other Services | $7,142 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,155 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,979 | $59,535-21.1% | $90,161-47.9% | $62,293-24.6% |
| Participation rate | 96.2% | 73.0%+23.2pp | 76.9%+19.4pp | 69.5%+26.7pp |
| Annual return | 16.19% | 23.53%-7.3pp | 34.89%-18.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,428 | $1,826+33.0% | $3,318-26.8% | $2,042+18.9% |
| Participant deferral / active EE | $4,931 | $4,639+6.3% | $5,287-6.7% | $3,169+55.6% |
| Admin fee / account holder | $32 | $337-90.5% | $5,943-99.5% | $479-93.3% |