Filed December 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,988 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,607 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,808 | $51,638+15.8% | $129,406-53.8% | $80,959-26.1% |
| Participation rate | 94.2% | 56.9%+37.3pp | 69.6%+24.5pp | 67.7%+26.5pp |
| Annual return | 10.36% | 20.78%-10.4pp | 9468.18%-9457.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,445 | $1,584+54.4% | $4,155-41.2% | $2,757-11.3% |
| Participant deferral / active EE | $5,032 | $2,670+88.5% | $4,167+20.7% | $4,300+17.0% |
| Admin fee / account holder | $452 | $4,313-89.5% | $7,689-94.1% | $6,925-93.5% |