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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE4 years Filed as: CFO4LIFE GROUP, LLC Service code 27 735 PLAZA BLVD. · COPPELL, TX 75019 | Advisory (Plan) | $252,127 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $116,679 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,080 | $61,756+78.3% | $69,888+57.5% | $77,906+41.3% |
| Participation rate | 97.3% | 79.9%+17.4pp | 70.5%+26.8pp | 73.7%+23.6pp |
| Annual return | -14.69% | -11.86%-2.8pp | 190.87%-205.6pp | 12.16%-26.8pp |
| Employer contribution / active EE | $6,896 | $2,706+154.8% | $2,560+169.4% | $2,846+142.3% |
| Participant deferral / active EE | $6,690 | $3,977+68.2% | $3,849+73.8% | $4,805+39.2% |
| Admin fee / account holder | $275 | $101+171.1% | $6,267-95.6% | $133+107.2% |