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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95621 | Recordkeeping | $12,205 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,682 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $185,423 | $83,090+123.2% | $130,062+42.6% | $71,529+159.2% |
| Participation rate | 0.0% | 74.1%-74.1pp | 78.5%-78.5pp | 67.9%-67.9pp |
| Annual return | 21.66% | 20.61%+1.0pp | -137.37%+159.0pp | 28.97%-7.3pp |
| Employer contribution / active EE | $424 | $2,624-83.9% | $4,322-90.2% | $2,590-83.6% |
| Participant deferral / active EE | $2,407 | $4,436-45.7% | $5,821-58.7% | $4,291-43.9% |
| Admin fee / account holder | $829 | $1,727-52.0% | $10,601-92.2% | $1,588-47.8% |