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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 12435 PARK POTOMAC · POTOMAC, MD 20854 | Advisory (Participants) | $32,858 |
POLLARD & ASSOCIATES, INC.3 years Service code 13 · EIN 52-0909772 ONE NORTH PARK DRIVE SUITE 104 · HUNT VALLEY, MD 21030 | Contract Administrator | $8,009 |
19 funds of $250K or more; 32 lines in all, holding $21.6M of the plan's $21.9M. From the 2024 filing. Recordkeeper: Pollard & Associates.
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $10.1M | 46.8% |
| American Funds Target Date Capital Group · Separate account Target-date, 1 vintage | $3.8M | 17.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.5M | 6.9% |
| Real Estate Real Estate Manager not matched · Other | $860K | 4.0% |
| John Hancock John Hancock (Manulife) · Mutual fund | $804K | 3.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $714K | 3.3% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund Index | $580K | 2.7% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $540K | 2.5% |
| Registered Schwab Value Advantage Money Charles Schwab · Mutual fund | $500K | 2.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $404K | 1.9% |
See the other 22 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,009 | $82,917-38.5% | $103,333-50.6% | $77,643-34.3% |
| Participation rate | 75.4% | 71.6%+3.8pp | 74.5%+0.9pp | 70.6%+4.8pp |
| Annual return | 11.04% | 19.13%-8.1pp | 24.88%-13.8pp | 31.24%-20.2pp |
| Employer contribution / active EE | $237 | $3,552-93.3% | $3,868-93.9% | $2,726-91.3% |
| Participant deferral / active EE | $1,755 | $4,108-57.3% | $5,057-65.3% | $4,647-62.2% |
| Admin fee / account holder | $173 | $638-72.8% | $8,355-97.9% | $430-59.7% |