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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,950 |
Filed as: PHILLIPS & COMPANY Service code 51 521 SW 11TH AVENUE · PORTLAND, OR 97205 | Investment Mgmt Fees | $5,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,290 | $53,777-62.3% | $134,143-84.9% | $79,858-74.6% |
| Participation rate | 52.1% | 58.8%-6.7pp | 72.2%-20.1pp | 69.6%-17.5pp |
| Annual return | 11.71% | 19.01%-7.3pp | 36.33%-24.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,025 | $1,321-22.4% | $3,704-72.3% | $2,471-58.5% |
| Participant deferral / active EE | $2,493 | $2,420+3.0% | $3,499-28.8% | $3,740-33.4% |
| Admin fee / account holder | $136 | $3,984-96.6% | $6,684-98.0% | $5,306-97.4% |