Filed December 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $24,250 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,173 |
ASCENSUS LLC1 year 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 | $69,582 | $61,052+14.0% | $142,898-51.3% | $79,389-12.4% |
| Participation rate | 99.1% | 60.1%+39.0pp | 72.0%+27.1pp | 70.7%+28.4pp |
| Annual return | 11.42% | 16.02%-4.6pp | 5639.64%-5628.2pp | 116.89%-105.5pp |
| Employer contribution / active EE | $1,657 | $1,481+11.9% | $4,146-60.0% | $2,428-31.7% |
| Participant deferral / active EE | $3,200 | $2,879+11.2% | $3,838-16.6% | $4,046-20.9% |
| Admin fee / account holder | $514 | $659-22.0% | $6,560-92.2% | $626-17.9% |