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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $151,071 |
AMERICAN FUNDS4+ years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 86-1109193 | Advisory (Plan) | $108,577 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $100,666 | $62,267+61.7% | $110,243-8.7% | $55,725+80.6% |
| Participation rate | 57.2% | 78.1%-21.0pp | 79.8%-22.7pp | 70.9%-13.7pp |
| Annual return | -2.77% | -1.07%-1.7pp | 314.76%-317.5pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,957 | $1,941+0.8% | $3,827-48.9% | $2,078-5.8% |
| Participant deferral / active EE | $4,209 | $3,516+19.7% | $4,672-9.9% | $3,356+25.4% |
| Admin fee / account holder | $627 | $121+418.7% | $8,548-92.7% | $115+444.5% |