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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $118,009 |
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 86-1109193 | Advisory (Plan) | $94,589 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,959 | $57,096+225.7% | $94,229+97.3% | $55,191+236.9% |
| Participation rate | 49.8% | 75.7%-25.9pp | 78.8%-29.0pp | 69.2%-19.4pp |
| Annual return | -1.13% | 159.65%-160.8pp | 10.68%-11.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,855 | $1,708+67.2% | $3,587-20.4% | $1,899+50.4% |
| Participant deferral / active EE | $6,598 | $3,165+108.5% | $4,320+52.7% | $3,046+116.6% |
| Admin fee / account holder | $1,230 | $89+1278.6% | $6,269-80.4% | $91+1255.1% |