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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Account maintenance fees; Recordkeepi... | $79,134 |
FIDUCIENT ADVISORS LLC1+ years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $33,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,252 | $122,128-23.6% | $147,117-36.6% | $200,096-53.4% |
| Participation rate | 65.0% | 78.2%-13.2pp | 82.2%-17.2pp | 72.0%-7.0pp |
| Annual return | 0.00% | 30.58%-30.6pp | 420.54%-420.5pp | 34.26%-34.3pp |
| Employer contribution / active EE | $1,309 | $4,093-68.0% | $4,932-73.5% | $3,038-56.9% |
| Participant deferral / active EE | $2,716 | $8,484-68.0% | $8,065-66.3% | $5,090-46.6% |
| Admin fee / account holder | $60 | $180-66.5% | $12,993-99.5% | $269-77.6% |