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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 62-1868111 13925 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Recordkeeping | $84,058 |
PATHWAY FINANCIAL ADVISORS, LLC8+ years Service code 28 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Investment Management | $64,328 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,143 | $64,612-39.4% | $86,436-54.7% | $64,808-39.6% |
| Participation rate | 73.6% | 81.5%-7.8pp | 80.3%-6.7pp | 71.5%+2.2pp |
| Annual return | -2.43% | 0.66%-3.1pp | 4394.89%-4397.3pp | 32.82%-35.2pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,512 | $7,497-66.5% | $6,952-63.9% | $4,310-41.7% |
| Admin fee / account holder | $278 | $169+64.6% | $6,731-95.9% | $188+48.2% |