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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SJS INVESMTNE SERVICES Service code 26 6711 MONROE ST. · SYLVANIA, OH 43560 | Advisory (Participants) | $22,267 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,318 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,947 | $73,823-16.1% | $379,746-83.7% | $73,493-15.7% |
| Participation rate | 59.6% | 73.1%-13.5pp | 78.4%-18.8pp | 70.7%-11.0pp |
| Annual return | 6.36% | 29.06%-22.7pp | 34.90%-28.5pp | 28.51%-22.2pp |
| Employer contribution / active EE | $386 | $2,472-84.4% | $3,540-89.1% | $2,270-83.0% |
| Participant deferral / active EE | $2,910 | $4,038-27.9% | $6,024-51.7% | $3,740-22.2% |
| Admin fee / account holder | $397 | $607-34.6% | $7,927-95.0% | $513-22.6% |