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| Provider | Service type | Compensation |
|---|---|---|
ATFINANCIAL6 years Service code 13 · EIN 92-6009524 | Contract Administrator | $28,898 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,475 |
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 | $15,576 | $50,458-69.1% | $160,009-90.3% | $64,819-76.0% |
| Participation rate | 86.1% | 68.0%+18.0pp | 78.0%+8.1pp | 71.5%+14.6pp |
| Annual return | -13.63% | -13.42%-0.2pp | 408.85%-422.5pp | 32.84%-46.5pp |
| Employer contribution / active EE | $1,321 | $1,722-23.3% | $4,225-68.7% | $2,507-47.3% |
| Participant deferral / active EE | $4,642 | $4,004+16.0% | $6,183-24.9% | $4,311+7.7% |
| Admin fee / account holder | $61 | $706-91.4% | $8,715-99.3% | $188-67.5% |