Filed December 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,175 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,222 | $53,901+19.1% | $134,162-52.1% | $73,497-12.6% |
| Participation rate | 99.0% | 62.8%+36.2pp | 72.2%+26.8pp | 70.7%+28.3pp |
| Annual return | 13.59% | 15.82%-2.2pp | 36.35%-22.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,642 | $1,458+12.6% | $3,705-55.7% | $2,270-27.7% |
| Participant deferral / active EE | $3,585 | $2,739+30.9% | $3,500+2.4% | $3,740-4.1% |
| Admin fee / account holder | $354 | $581-38.9% | $6,685-94.7% | $513-30.9% |