Filed January 30, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $152,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,174 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,849 | $72,303+28.4% | $86,698+7.1% | $64,819+43.2% |
| Participation rate | 91.8% | 80.4%+11.3pp | 76.6%+15.2pp | 71.5%+20.3pp |
| Annual return | -15.99% | 392.77%-408.8pp | 35.95%-51.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,963 | $2,393+23.8% | $2,837+4.4% | $2,507+18.2% |
| Participant deferral / active EE | $3,922 | $4,660-15.8% | $4,656-15.8% | $4,311-9.0% |
| Admin fee / account holder | $823 | $174+372.8% | $7,493-89.0% | $188+338.0% |