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| Provider | Service type | Compensation |
|---|---|---|
PLAN PARTNERS LLC3 years Service code 26 3362 BELVOIR RD · BEACHWOOD, OH 44122 | Advisory (Participants) | $21,368 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,785 | $79,438-22.2% | $106,555-42.0% | $79,391-22.2% |
| Participation rate | 67.7% | 74.2%-6.4pp | 76.1%-8.4pp | 70.7%-3.0pp |
| Annual return | 10.18% | 18.27%-8.1pp | 26.80%-16.6pp | 116.88%-106.7pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,372 | $3,824-64.1% | $4,399-68.8% | $4,046-66.1% |
| Admin fee / account holder | $222 | $523-57.5% | $7,408-97.0% | $627-64.6% |