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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $214,532 |
Filed as: INDIANA TRUST WEALTH MANAGEMENT Service code 27 · EIN 35-1755675 | Advisory (Plan) | $37,053 |
BEDEL FINANCIAL CONSULTING INC5+ years Filed as: BEDEL FINANCIAL CONSULTING INC. Service code 27 · EIN 35-1892261 | Advisory (Plan) | $31,136 |
INVST1 year Filed as: INVST, LLC Service code 27 · EIN 81-1661697 | Advisory (Plan) | $24,890 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $24,746 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 27 · EIN 43-0538770 | Advisory (Plan) | $22,568 |
Filed as: DEERFIELD FINANCIAL ADVISORS Service code 27 · EIN 35-1648416 | Advisory (Plan) | $20,863 |
WOODLEY FARRA MANION PORTFOLIO6+ years Service code 27 · EIN 35-1964649 | Advisory (Plan) | $20,805 |
COLUMN CAPITAL ADVISORS LLC4 years Service code 27 · EIN 20-2759063 | Advisory (Plan) | $19,564 |
LMGG INVESTMENTS LLC1 year Service code 27 · EIN 20-0282607 | Advisory (Plan) | $19,304 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,092 | $127,481+229.5% | $149,696+180.6% | $90,288+365.3% |
| Participation rate | 94.6% | 78.2%+16.3pp | 82.5%+12.1pp | 73.4%+21.2pp |
| Annual return | 21.21% | 57.78%-36.6pp | 276.60%-255.4pp | 53.97%-32.8pp |
| Employer contribution / active EE | $13,791 | $3,448+300.0% | $4,644+197.0% | $2,524+446.4% |
| Participant deferral / active EE | $11,604 | $6,975+66.4% | $6,842+69.6% | $4,232+174.2% |
| Admin fee / account holder | $359 | $152+136.9% | $9,309-96.1% | $114+215.0% |