Filed May 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $8,818 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,459 | $76,670-8.1% | $96,683-27.1% | $71,457-1.4% |
| Participation rate | 56.6% | 66.6%-10.0pp | 74.3%-17.8pp | 67.9%-11.3pp |
| Annual return | 26.03% | 48.29%-22.3pp | 35.69%-9.7pp | 28.85%-2.8pp |
| Employer contribution / active EE | $2,791 | $3,031-7.9% | $3,737-25.3% | $2,588+7.9% |
| Participant deferral / active EE | $5,932 | $3,771+57.3% | $4,878+21.6% | $4,289+38.3% |
| Admin fee / account holder | $174 | $2,028-91.4% | $6,730-97.4% | $1,587-89.1% |