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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $39,540 |
Filed as: CORNERSTONE FINANCIAL SERVICES, INC Service code 27 · EIN 35-1720807 | Advisory (Plan) | $22,635 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,672 | $106,264-77.7% | $147,117-83.9% | $77,762-69.6% |
| Participation rate | 70.8% | 78.4%-7.6pp | 82.2%-11.4pp | 70.6%+0.2pp |
| Annual return | 59.79% | 56.94%+2.9pp | 420.54%-360.7pp | 31.27%+28.5pp |
| Employer contribution / active EE | $1,872 | $4,074-54.1% | $4,932-62.1% | $2,728-31.4% |
| Participant deferral / active EE | $3,218 | $8,003-59.8% | $8,065-60.1% | $4,651-30.8% |
| Admin fee / account holder | $113 | $334-66.2% | $12,993-99.1% | $433-73.9% |