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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,971 |
AEGIS CAPITAL CORP1 year Filed as: AEGIS CAPITAL CORPORATION Service code 61 810 7TH AVENUE · NEW YORK, NY 10019 | Finders' fees / placement fees | $11,787 |
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 | $38,080 | $80,753-52.8% | $136,298-72.1% | $62,293-38.9% |
| Participation rate | 54.8% | 73.5%-18.8pp | 81.9%-27.2pp | 69.5%-14.8pp |
| Annual return | 7.06% | 35.83%-28.8pp | 5156.27%-5149.2pp | 28.90%-21.8pp |
| Employer contribution / active EE | $1,371 | $2,884-52.5% | $4,696-70.8% | $2,042-32.9% |
| Participant deferral / active EE | $2,892 | $5,164-44.0% | $6,247-53.7% | $3,169-8.7% |
| Admin fee / account holder | $301 | $525-42.7% | $9,244-96.7% | $479-37.1% |