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| Provider | Service type | Compensation |
|---|---|---|
OHANESIAN/LECOURS1 year Service code 99 CORPORATE CENTER WEST, SUITE 104 · WEST HARTFORD, CT 06110 | Other Fees | $8,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 99 · EIN 62-1868111 DEPT LA 24540 · PASADENA, CA 911854540 | Other Fees | $6,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,457 | $47,977-40.7% | $154,114-81.5% | $56,287-49.4% |
| Participation rate | 44.1% | 66.2%-22.1pp | 83.0%-39.0pp | 69.9%-25.8pp |
| Annual return | -8.32% | 3.54%-11.9pp | 735.16%-743.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $814 | $2,169-62.5% | $5,298-84.6% | $2,111-61.5% |
| Participant deferral / active EE | $3,510 | $2,392+46.8% | $5,081-30.9% | $3,350+4.8% |
| Admin fee / account holder | $156 | $438-64.4% | $13,411-98.8% | $521-70.1% |