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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $170,799 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,893 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $33,149 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,029 | $112,582-28.9% | $105,607-24.2% | $199,960-60.0% |
| Participation rate | 78.1% | 86.3%-8.2pp | 75.3%+2.8pp | 72.0%+6.1pp |
| Annual return | 15.26% | 15.58%-0.3pp | 116.11%-100.8pp | 34.28%-19.0pp |
| Employer contribution / active EE | $2,996 | $4,580-34.6% | $3,167-5.4% | $3,036-1.3% |
| Participant deferral / active EE | $7,215 | $6,655+8.4% | $5,011+44.0% | $5,087+41.8% |
| Admin fee / account holder | $177 | $107+65.7% | $10,958-98.4% | $269-34.2% |