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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SJS INVESMTNE SERVICES Service code 26 6711 MONROE ST. · SYLVANIA, OH 43560 | Advisory (Participants) | $22,664 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $59,589 | $64,919-8.2% | $392,568-84.8% | $65,185-8.6% |
| Participation rate | 61.1% | 72.0%-10.9pp | 78.1%-16.9pp | 70.2%-9.1pp |
| Annual return | 19.91% | 26.09%-6.2pp | 24.42%-4.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $414 | $2,374-82.6% | $3,783-89.1% | $2,177-81.0% |
| Participant deferral / active EE | $3,165 | $3,668-13.7% | $5,985-47.1% | $3,514-9.9% |
| Admin fee / account holder | $409 | $634-35.4% | $6,260-93.5% | $847-51.7% |