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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,840 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $8,066 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 15 · EIN 04-3157927 | Recordkeeping | $4,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,327 | $66,124-82.9% | $90,430-87.5% | $73,493-84.6% |
| Participation rate | 67.2% | 69.7%-2.5pp | 72.7%-5.5pp | 70.7%-3.5pp |
| Annual return | 37.05% | 17.65%+19.4pp | 1293.73%-1256.7pp | 28.51%+8.5pp |
| Employer contribution / active EE | $380 | $2,346-83.8% | $3,262-88.4% | $2,270-83.3% |
| Participant deferral / active EE | $930 | $3,039-69.4% | $3,963-76.5% | $3,740-75.1% |
| Admin fee / account holder | $134 | $396-66.1% | $5,613-97.6% | $513-73.8% |