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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES CORP. Service code 27 · EIN 95-3706234 | Advisory (Plan) | $1,831,007 |
Service code 26 · EIN 95-3706234 | Advisory (Participants) | $732,368 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 | Recordkeeping | $290,665 |
PLANMEMBER SECURITIES CORPORATION10+ years Filed as: PLANMEMBER FINANCIAL SERVICES Service code 12 · EIN 77-0309553 | Contract Administrator; Named fiducia... | $250,000 |
INSIGHT NORTH AMERICA LLC3 years Filed as: INSIGHT INVESTMENTS MANAGEMENT Service code 28 · EIN 52-1573723 | Investment Management | $137,666 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $110,000 |
USI CONSULTING GROUP5 years Filed as: USI INSURANCE SERVICES LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $91,972 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $36,352 |
Service code 29 · EIN 34-4439491 | Legal | $28,490 |
HS MANAGEMENT PARTNERS, LLC7 years Filed as: MANAGEMENT GUIDANCE LLP Service code 20 · EIN 45-4049785 | Direct payment from the plan; Trustee... | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,223 | $65,908+322.1% | $81,812+240.1% | $77,643+258.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 16.29% | 26.64%-10.4pp | 773.79%-757.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,255 | $2,370+79.5% | $2,912+46.1% | $2,726+56.1% |
| Participant deferral / active EE | $5,018 | $3,505+43.1% | $4,319+16.2% | $4,647+8.0% |
| Admin fee / account holder | $1,324 | $526+151.5% | $7,386-82.1% | $430+207.5% |