Filed March 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,360 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $27,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,287 | $104,631-56.7% | $98,462-54.0% | $80,169-43.5% |
| Participation rate | 89.1% | 87.5%+1.6pp | 75.2%+13.9pp | 72.9%+16.2pp |
| Annual return | 16.98% | 34.72%-17.7pp | 21.17%-4.2pp | 40.39%-23.4pp |
| Employer contribution / active EE | $1,747 | $4,517-61.3% | $3,049-42.7% | $2,978-41.4% |
| Participant deferral / active EE | $4,677 | $6,545-28.5% | $4,738-1.3% | $5,016-6.8% |
| Admin fee / account holder | $29 | $105-72.2% | $8,875-99.7% | $145-79.9% |