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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $273,710 |
CFO4LIFE4 years Filed as: CFO4LIFE GROUP, LLC Service code 26 · EIN 81-4924115 735 PLAZA BLVD. · COPPELL, TX 75019 | Advisory (Participants) | $129,950 |
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.
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 | $20,639 | $61,756-66.6% | $69,888-70.5% | $77,906-73.5% |
| Participation rate | 79.1% | 79.9%-0.8pp | 70.5%+8.6pp | 73.7%+5.4pp |
| Annual return | -17.94% | -11.86%-6.1pp | 190.87%-208.8pp | 12.16%-30.1pp |
| Employer contribution / active EE | $1,534 | $2,706-43.3% | $2,560-40.1% | $2,846-46.1% |
| Participant deferral / active EE | $1,627 | $3,977-59.1% | $3,849-57.7% | $4,805-66.1% |
| Admin fee / account holder | $155 | $101+52.5% | $6,267-97.5% | $133+16.6% |