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| Provider | Service type | Compensation |
|---|---|---|
THURSTON SPRINGER MILLER6 years Filed as: THURSTON,SPRINGER,MILLER,HERD&TATAK Service code 10 · EIN 35-1090346 | Accounting | $81,734 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $62,449 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $11,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,337 | $66,528-57.4% | $86,868-67.4% | $86,813-67.4% |
| Participation rate | 64.4% | 72.4%-7.9pp | 71.6%-7.2pp | 72.3%-7.9pp |
| Annual return | 12.30% | 19.56%-7.3pp | 63.53%-51.2pp | 97.93%-85.6pp |
| Employer contribution / active EE | $233 | $2,007-88.4% | $2,496-90.7% | $2,406-90.3% |
| Participant deferral / active EE | $2,144 | $3,240-33.8% | $3,699-42.0% | $4,131-48.1% |
| Admin fee / account holder | $141 | $148-5.0% | $5,829-97.6% | $170-17.0% |