Filed February 25, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $80,520 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,149 |
Filed as: NEARMAN, MAYNARD, VALLEZ, CPAS Service code 10 · EIN 59-1906466 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,644 | $95,918-51.4% | $151,639-69.2% | $77,906-40.1% |
| Participation rate | 98.4% | 88.7%+9.7pp | 87.5%+11.0pp | 73.7%+24.8pp |
| Annual return | -16.90% | -5.50%-11.4pp | 3.34%-20.2pp | 12.16%-29.1pp |
| Employer contribution / active EE | $3,132 | $4,330-27.7% | $6,165-49.2% | $2,846+10.0% |
| Participant deferral / active EE | $5,166 | $7,508-31.2% | $8,363-38.2% | $4,805+7.5% |
| Admin fee / account holder | $44 | $93-53.0% | $11,613-99.6% | $133-66.9% |