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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 99 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Other Fees | $114,407 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,514 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,110 | $104,497+16.9% | $159,487-23.4% | $79,389+53.8% |
| Participation rate | 88.5% | 76.6%+11.9pp | 82.8%+5.7pp | 70.7%+17.8pp |
| Annual return | 14.64% | 67.98%-53.3pp | 263.71%-249.1pp | 116.89%-102.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,205 | $6,468+11.4% | $7,354-2.0% | $4,046+78.1% |
| Admin fee / account holder | $614 | $711-13.7% | $10,804-94.3% | $626-1.9% |