Filed October 27, 2025 (most recent of 14 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 10 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Accounting | $10,546 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 10 · EIN 23-1945930 | Accounting | $5,420 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,979 | $35,986+61.1% | $77,513-25.2% | $73,493-21.1% |
| Participation rate | 30.0% | 40.8%-10.8pp | 54.2%-24.2pp | 70.7%-40.7pp |
| Annual return | 10.00% | 19.26%-9.3pp | 54.81%-44.8pp | 28.51%-18.5pp |
| Employer contribution / active EE | $887 | $557+59.1% | $987-10.1% | $2,270-60.9% |
| Participant deferral / active EE | $1,752 | $1,198+46.3% | $1,861-5.8% | $3,740-53.1% |
| Admin fee / account holder | $359 | $466-22.9% | $2,859-87.4% | $513-30.0% |