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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 2610 DAUPHIN STREET · MOBILE, AL 36606 | Advisory (Participants) | $25,831 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $21,770 |
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 | $49,354 | $40,435+22.1% | $80,627-38.8% | $74,460-33.7% |
| Participation rate | 47.2% | 47.4%-0.2pp | 67.0%-19.8pp | 70.7%-23.5pp |
| Annual return | 20.54% | 165.19%-144.6pp | 936.76%-916.2pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,414 | $1,498-5.6% | $2,723-48.1% | $2,638-46.4% |
| Participant deferral / active EE | $2,395 | $2,673-10.4% | $4,443-46.1% | $4,530-47.1% |
| Admin fee / account holder | $304 | $721-57.8% | $5,381-94.4% | $348-12.6% |