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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $22,018 |
Service code 49 · EIN 74-2794194 | Other Services | $8,043 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,792 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,687 | $61,214-30.3% | $83,322-48.8% | $56,287-24.2% |
| Participation rate | 92.9% | 72.6%+20.3pp | 77.8%+15.1pp | 69.9%+23.0pp |
| Annual return | -7.53% | 0.42%-7.9pp | 10.64%-18.2pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,131 | $1,925+10.7% | $3,379-36.9% | $2,111+1.0% |
| Participant deferral / active EE | $4,664 | $5,091-8.4% | $5,565-16.2% | $3,350+39.2% |
| Admin fee / account holder | $35 | $512-93.2% | $7,540-99.5% | $521-93.3% |