Filed February 11, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,858 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 06-7051598 | Accounting | $9,725 |
Service code 49 · EIN 74-2794194 | Other Services | $4,920 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,064 | $55,453+10.1% | $170,435-64.2% | $62,293-2.0% |
| Participation rate | 43.6% | 66.4%-22.8pp | 83.6%-40.0pp | 69.5%-26.0pp |
| Annual return | 17.42% | 21.38%-4.0pp | 205.94%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $318 | $2,164-85.3% | $5,432-94.1% | $2,042-84.4% |
| Participant deferral / active EE | $2,878 | $2,303+25.0% | $4,939-41.7% | $3,169-9.2% |
| Admin fee / account holder | $491 | $455+7.9% | $13,881-96.5% | $479+2.4% |