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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Shareholder... | $40,309 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 72-1315171 | Advisory (Plan) | $21,196 |
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 | $28,206 | $106,230-73.4% | $147,080-80.8% | $77,736-63.7% |
| Participation rate | 89.3% | 78.4%+10.9pp | 82.2%+7.1pp | 70.6%+18.7pp |
| Annual return | 323.22% | 56.91%+266.3pp | 420.17%-96.9pp | 31.26%+292.0pp |
| Employer contribution / active EE | $1,665 | $4,072-59.1% | $4,933-66.2% | $2,728-38.9% |
| Participant deferral / active EE | $3,224 | $8,001-59.7% | $8,066-60.0% | $4,651-30.7% |
| Admin fee / account holder | $117 | $338-65.3% | $12,989-99.1% | $433-72.9% |