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| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK5 years Service code 13 · EIN 06-1213065 | Contract Administrator | $32,497 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,460 |
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).
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 | $89,607 | $86,294+3.8% | $111,303-19.5% | $85,856+4.4% |
| Participation rate | 79.5% | 73.3%+6.2pp | 77.3%+2.2pp | 69.3%+10.2pp |
| Annual return | 13.11% | 19.99%-6.9pp | 54.66%-41.6pp | 318.58%-305.5pp |
| Employer contribution / active EE | $593 | $2,043-71.0% | $2,731-78.3% | $2,565-76.9% |
| Participant deferral / active EE | $5,021 | $3,641+37.9% | $4,487+11.9% | $3,952+27.1% |
| Admin fee / account holder | $404 | $8,189-95.1% | $7,966-94.9% | $6,261-93.6% |