Filed November 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,458 |
NFP RETIREMENT INC1 year Filed as: KESTRA ADVISORY SERVICE C/O NFP Service code 16 · EIN 47-1566880 | Consulting | $20,000 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 35-2552359 | Consulting | $15,000 |
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 | $153,065 | $79,171+93.3% | $102,423+49.4% | $74,495+105.5% |
| Participation rate | 89.0% | 74.8%+14.2pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 14.69% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,444 | $2,362+3.5% | $3,023-19.1% | $2,623-6.8% |
| Participant deferral / active EE | $8,232 | $4,415+86.5% | $5,053+62.9% | $4,346+89.4% |
| Admin fee / account holder | $243 | $2,001-87.9% | $9,451-97.4% | $1,942-87.5% |