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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS Service code 26 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Participants) | $34,502 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $22,413 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,977 | $45,031+26.5% | $85,009-33.0% | $77,671-26.6% |
| Participation rate | 45.6% | 48.7%-3.1pp | 67.5%-21.9pp | 70.6%-25.0pp |
| Annual return | 16.98% | 79.22%-62.2pp | 66.47%-49.5pp | 31.21%-14.2pp |
| Employer contribution / active EE | $1,459 | $1,609-9.3% | $2,728-46.5% | $2,726-46.5% |
| Participant deferral / active EE | $2,293 | $2,807-18.3% | $4,522-49.3% | $4,648-50.7% |
| Admin fee / account holder | $336 | $912-63.1% | $6,153-94.5% | $430-21.9% |