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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $24,719 |
WHARTONHILL ADVISORS, LLC2+ years Service code 28 · EIN 59-3331424 | Investment Management | $16,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,826 | $46,072+3.8% | $69,779-31.5% | $55,167-13.3% |
| Participation rate | 62.2% | 67.5%-5.2pp | 71.8%-9.6pp | 69.0%-6.8pp |
| Annual return | 6.75% | 8.68%-1.9pp | 12.99%-6.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,758 | $2,344-25.0% | $2,931-40.0% | $3,054-42.4% |
| Admin fee / account holder | $108 | $428-74.8% | $4,381-97.5% | $504-78.6% |