Filed June 2, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,200 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,346 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,718 | $91,406-7.3% | $130,062-34.9% | $74,473+13.8% |
| Participation rate | 91.3% | 77.8%+13.5pp | 78.5%+12.8pp | 70.7%+20.6pp |
| Annual return | 18.45% | 23.21%-4.8pp | -137.37%+155.8pp | 34.36%-15.9pp |
| Employer contribution / active EE | $68 | $2,565-97.4% | $4,322-98.4% | $2,638-97.4% |
| Participant deferral / active EE | $5,592 | $4,724+18.4% | $5,821-3.9% | $4,530+23.4% |
| Admin fee / account holder | $211 | $283-25.5% | $10,601-98.0% | $347-39.2% |