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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $179,965 |
CFO4LIFE3 years Filed as: CFO4LIFE GROUP, LLC Service code 26 · EIN 81-4924115 735 PLAZA BLVD. · COPPELL, TX 75019 | Advisory (Participants) | $126,493 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,939 | $77,197-76.8% | $86,874-79.4% | $93,030-80.7% |
| Participation rate | 83.0% | 78.2%+4.8pp | 71.6%+11.4pp | 73.9%+9.1pp |
| Annual return | 12.10% | 16.31%-4.2pp | 63.52%-51.4pp | 158.70%-146.6pp |
| Employer contribution / active EE | $1,782 | $2,514-29.1% | $2,495-28.6% | $2,706-34.1% |
| Participant deferral / active EE | $1,653 | $3,831-56.8% | $3,699-55.3% | $4,562-63.8% |
| Admin fee / account holder | $82 | $105-21.9% | $5,828-98.6% | $152-45.9% |