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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SJS INVESTMENTS SERVICES Service code 26 6711 MONROE ST. · SYLVANIA, OH 43560 | Advisory (Participants) | $26,297 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,132 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $5,844 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,822 | $69,848+14.3% | $115,756-31.0% | $66,930+19.3% |
| Participation rate | 48.1% | 70.6%-22.5pp | 77.1%-29.0pp | 69.8%-21.7pp |
| Annual return | -13.47% | 969.66%-983.1pp | 143.14%-156.6pp | 1.57%-15.0pp |
| Employer contribution / active EE | $374 | $2,613-85.7% | $3,793-90.1% | $2,545-85.3% |
| Participant deferral / active EE | $2,845 | $4,274-33.4% | $6,254-54.5% | $4,238-32.9% |
| Admin fee / account holder | $579 | $337+71.7% | $8,124-92.9% | $593-2.4% |