Filed November 5, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,708 |
NFP RETIREMENT INC1 year Filed as: KESTRA ADVISORY SERVICES, C/O NFP Service code 27 · EIN 47-1566880 | Advisory (Plan) | $15,000 |
Filed as: VANCE FLOUHOUSE & GARGES,PLLC Service code 27 · EIN 26-0005391 | Advisory (Plan) | $8,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,859 | $73,638+57.3% | $95,960+20.7% | $73,493+57.6% |
| Participation rate | 90.4% | 76.2%+14.2pp | 77.1%+13.3pp | 70.7%+19.7pp |
| Annual return | 16.63% | 16.78%-0.2pp | 91.63%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,099 | $1,863+12.6% | $2,541-17.4% | $2,270-7.6% |
| Participant deferral / active EE | $7,324 | $3,617+102.5% | $4,167+75.8% | $3,740+95.8% |
| Admin fee / account holder | $311 | $482-35.5% | $6,797-95.4% | $513-39.4% |