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 | $51,642+15.8% | $129,384-53.8% | $80,935-26.1% |
| Participation rate | 94.2% | 56.9%+37.3pp | 69.6%+24.6pp | 67.7%+26.5pp |
| Annual return | 10.36% | 20.78%-10.4pp | 9461.77%-9451.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,445 | $1,583+54.4% | $4,153-41.1% | $2,757-11.3% |
| Participant deferral / active EE | $5,032 | $2,670+88.5% | $4,166+20.8% | $4,299+17.0% |
| Admin fee / account holder | $452 | $4,312-89.5% | $7,686-94.1% | $6,924-93.5% |