| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $938,018 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 27 · EIN 27-2037969 | Advisory (Plan) | $226,957 |
Service code 37 · EIN 04-2647786 | Loan Processing | $128,962 |
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $27,500 |
Service code 29 · EIN 58-0967450 | Legal | $21,102 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,114 | $152,104+4.0% | $184,256-14.2% | $106,553+48.4% |
| Participation rate | 96.0% | 85.9%+10.1pp | 86.8%+9.1pp | 69.8%+26.1pp |
| Annual return | 6.79% | 20.70%-13.9pp | 28.85%-22.1pp | 17.37%-10.6pp |
| Employer contribution / active EE | $3,276 | $5,326-38.5% | $6,427-49.0% | $3,359-2.5% |
| Participant deferral / active EE | $10,558 | $8,559+23.4% | $9,133+15.6% | $5,562+89.8% |
| Admin fee / account holder | $46 | $103-55.6% | $13,899-99.7% | $80-42.9% |