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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $39,778 |
JANNY MONTGOMERY SCOTT, LLC2 years Service code 10 · EIN 23-0731260 | Accounting | $27,850 |
MARCUM LLP4+ years Service code 10 · EIN 11-1986323 | Accounting | $12,500 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,802 | $109,359+29.7% | $162,163-12.6% | $72,985+94.3% |
| Participation rate | 76.8% | 84.3%-7.4pp | 87.6%-10.7pp | 69.5%+7.4pp |
| Annual return | 4.35% | 25.46%-21.1pp | 115.59%-111.2pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,453 | $3,907-37.2% | $5,614-56.3% | $2,440+0.6% |
| Participant deferral / active EE | $5,332 | $5,481-2.7% | $7,298-26.9% | $3,607+47.8% |
| Admin fee / account holder | $696 | $7,972-91.3% | $10,843-93.6% | $5,124-86.4% |