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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,719 |
WHARTONHILL ADVISORS, LLC5+ years Service code 28 · EIN 59-3331424 | Investment Management | $9,961 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,171 | $50,666-8.9% | $76,657-39.8% | $65,185-29.2% |
| Participation rate | 74.2% | 68.8%+5.4pp | 72.1%+2.1pp | 70.2%+4.0pp |
| Annual return | 18.82% | 28.51%-9.7pp | 1166.74%-1147.9pp | 29.38%-10.6pp |
| Employer contribution / active EE | $261 | $1,575-83.4% | $2,303-88.6% | $2,177-88.0% |
| Participant deferral / active EE | $1,798 | $2,647-32.1% | $3,335-46.1% | $3,514-48.8% |
| Admin fee / account holder | $87 | $463-81.2% | $6,423-98.6% | $847-89.7% |