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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $78,968 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,291 |
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.)
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 | $108,296 | $73,102+48.1% | $123,553-12.3% | $56,289+92.4% |
| Participation rate | 73.5% | 74.3%-0.8pp | 82.3%-8.7pp | 69.9%+3.7pp |
| Annual return | -5.95% | 3.01%-9.0pp | 119.21%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,795 | $5,423+25.3% | $6,426+5.7% | $3,350+102.8% |
| Admin fee / account holder | $603 | $554+9.0% | $9,284-93.5% | $521+15.8% |