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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $135,360 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 10 TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $64,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,047 | $84,030-53.5% | $126,539-69.1% | $102,872-62.0% |
| Participation rate | 68.2% | 58.3%+9.9pp | 69.8%-1.6pp | 73.0%-4.8pp |
| Annual return | 13.08% | 17.79%-4.7pp | 425.95%-412.9pp | 19.06%-6.0pp |
| Employer contribution / active EE | $1,478 | $3,287-55.0% | $3,674-59.8% | $3,526-58.1% |
| Participant deferral / active EE | $2,115 | $3,749-43.6% | $4,083-48.2% | $5,535-61.8% |
| Admin fee / account holder | $102 | $299-66.0% | $6,065-98.3% | $292-65.1% |