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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $29,717 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,254 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,361 | $42,367-68.5% | $79,576-83.2% | $64,814-79.4% |
| Participation rate | 78.3% | 64.7%+13.6pp | 69.5%+8.8pp | 71.5%+6.9pp |
| Annual return | -11.11% | -12.23%+1.1pp | 0.15%-11.3pp | 32.84%-43.9pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,355 | $3,170+5.8% | $3,985-15.8% | $4,310-22.2% |
| Admin fee / account holder | $82 | $160-48.7% | $6,834-98.8% | $188-56.4% |