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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE3 years Filed as: CFO4LIFE GROUP, LLC Service code 27 735 PLAZA BLVD. · COPPELL, TX 75019 | Advisory (Plan) | $349,921 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $80,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,025 | $66,621+62.1% | $86,645+24.7% | $86,828+24.4% |
| Participation rate | 98.2% | 72.3%+25.8pp | 71.7%+26.5pp | 72.3%+25.9pp |
| Annual return | 12.47% | 19.53%-7.1pp | 63.52%-51.1pp | 97.95%-85.5pp |
| Employer contribution / active EE | $7,013 | $2,007+249.4% | $2,496+181.0% | $2,406+191.5% |
| Participant deferral / active EE | $6,395 | $3,242+97.3% | $3,700+72.9% | $4,132+54.8% |
| Admin fee / account holder | $260 | $148+75.5% | $5,830-95.5% | $170+53.5% |