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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) | $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 | $40,386+22.2% | $80,607-38.8% | $74,440-33.7% |
| Participation rate | 47.2% | 47.4%-0.1pp | 67.0%-19.8pp | 70.7%-23.5pp |
| Annual return | 20.54% | 165.00%-144.5pp | 936.11%-915.6pp | 34.37%-13.8pp |
| Employer contribution / active EE | $1,414 | $1,496-5.5% | $2,724-48.1% | $2,638-46.4% |
| Participant deferral / active EE | $2,395 | $2,670-10.3% | $4,448-46.2% | $4,529-47.1% |
| Admin fee / account holder | $304 | $720-57.8% | $5,379-94.4% | $348-12.6% |