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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 20-0937408 | Contract Administrator | $40,525 |
WESLEY M. KOTYS8 years Service code 26 TKG ADVISORS, LLC · VALPARASO, IN 46383 | Advisory (Participants) | $17,922 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,788 | $50,815-57.1% | $155,509-86.0% | $77,643-71.9% |
| Participation rate | 82.9% | 63.1%+19.8pp | 78.2%+4.8pp | 70.6%+12.4pp |
| Annual return | 9.85% | 34.80%-25.0pp | 64.67%-54.8pp | 31.24%-21.4pp |
| Employer contribution / active EE | $950 | $1,993-52.3% | $4,672-79.7% | $2,726-65.2% |
| Participant deferral / active EE | $1,439 | $2,822-49.0% | $5,626-74.4% | $4,647-69.0% |
| Admin fee / account holder | $231 | $437-47.1% | $15,912-98.5% | $430-46.3% |