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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $86,109 |
JANNY MONTGOMERY SCOTT, LLC3 years Service code 10 · EIN 23-0731260 | Accounting | $27,915 |
MARCUM LLP5+ years Service code 10 · EIN 11-1986323 | Accounting | $12,750 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,543 | $123,793+7.9% | $177,848-24.9% | $79,856+67.2% |
| Participation rate | 77.5% | 84.7%-7.1pp | 87.7%-10.2pp | 69.6%+7.9pp |
| Annual return | -7.07% | 22.82%-29.9pp | 48.33%-55.4pp | 31.71%-38.8pp |
| Employer contribution / active EE | $2,377 | $4,095-42.0% | $5,919-59.8% | $2,471-3.8% |
| Participant deferral / active EE | $5,597 | $5,956-6.0% | $7,714-27.4% | $3,741+49.6% |
| Admin fee / account holder | $755 | $7,243-89.6% | $12,431-93.9% | $5,306-85.8% |