Filed May 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,950 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $7,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,502 | $64,176-10.4% | $112,249-48.8% | $66,938-14.1% |
| Participation rate | 55.7% | 68.4%-12.7pp | 75.1%-19.3pp | 69.8%-14.1pp |
| Annual return | -14.45% | -13.80%-0.6pp | 27.48%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,550 | $3,007-15.2% | $3,636-29.9% | $2,545+0.2% |
| Participant deferral / active EE | $5,422 | $3,694+46.8% | $4,729+14.7% | $4,238+27.9% |
| Admin fee / account holder | $177 | $626-71.8% | $6,412-97.2% | $594-70.2% |