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| Provider | Service type | Compensation |
|---|---|---|
TRUEPOINT INC1+ years Filed as: TRUEPOINT, INC. Service code 27 4901 HUNT ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $51,633 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $29,853 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $6,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,961 | $75,183+3.7% | $123,894-37.1% | $55,167+41.3% |
| Participation rate | 73.8% | 72.8%+1.0pp | 81.4%-7.6pp | 69.0%+4.9pp |
| Annual return | 4.46% | 19.01%-14.5pp | 47.52%-43.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $797 | $2,823-71.8% | $4,617-82.7% | $1,963-59.4% |
| Participant deferral / active EE | $3,596 | $5,084-29.3% | $5,984-39.9% | $3,054+17.8% |
| Admin fee / account holder | $407 | $663-38.5% | $8,357-95.1% | $504-19.1% |