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| Provider | Service type | Compensation |
|---|---|---|
WHARTONHILL ADVISORS, LLC6+ years Service code 28 · EIN 59-3331424 | Investment Management | $10,578 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,126 | $54,590-10.0% | $81,716-39.9% | $73,493-33.2% |
| Participation rate | 75.6% | 68.3%+7.3pp | 72.0%+3.6pp | 70.7%+4.9pp |
| Annual return | 12.01% | 17.74%-5.7pp | 29.49%-17.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $155 | $1,636-90.5% | $4,310-96.4% | $2,270-93.2% |
| Participant deferral / active EE | $1,896 | $2,759-31.3% | $7,108-73.3% | $3,740-49.3% |
| Admin fee / account holder | $91 | $592-84.7% | $5,159-98.2% | $513-82.3% |