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| Provider | Service type | Compensation |
|---|---|---|
NS CAPITAL LLC3 years Service code 27 · EIN 26-3848164 | Advisory (Plan) | $275,608 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $173,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,474 | $122,186+9.2% | $146,958-9.2% | $199,593-33.1% |
| Participation rate | 55.9% | 78.3%-22.4pp | 82.2%-26.3pp | 72.0%-16.1pp |
| Annual return | 14.86% | 30.56%-15.7pp | 418.34%-403.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,846 | $4,093-54.9% | $4,933-62.6% | $3,034-39.2% |
| Participant deferral / active EE | $4,772 | $8,502-43.9% | $8,070-40.9% | $5,087-6.2% |
| Admin fee / account holder | $412 | $179+130.4% | $12,998-96.8% | $269+53.2% |