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| Provider | Service type | Compensation |
|---|---|---|
TRUEPOINT INC7+ years Filed as: TRUEPOINT, INC. Service code 27 4901 HUNT ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $64,827 |
NEWPORT GROUP, INC.7+ years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $9,034 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ind... | $5,557 |
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.)
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 | $151,568 | $84,482+79.4% | $125,363+20.9% | $66,930+126.5% |
| Participation rate | 25.0% | 76.4%-51.4pp | 82.4%-57.4pp | 69.8%-44.8pp |
| Annual return | -9.35% | -8.49%-0.9pp | 572.15%-581.5pp | 1.57%-10.9pp |
| Employer contribution / active EE | $1,195 | $3,553-66.4% | $4,815-75.2% | $2,545-53.0% |
| Participant deferral / active EE | $4,931 | $6,782-27.3% | $7,447-33.8% | $4,238+16.4% |
| Admin fee / account holder | $673 | $685-1.7% | $10,005-93.3% | $593+13.4% |