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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $12,925 |
SVA PLUMB FINANCIAL1 year Service code 26 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Advisory (Participants) | $8,054 |
ALLIANCE BENEFIT GROUP4+ years Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,360 | $47,977+17.5% | $154,108-63.4% | $56,289+0.1% |
| Participation rate | 87.5% | 66.2%+21.3pp | 83.0%+4.5pp | 69.9%+17.6pp |
| Annual return | -7.26% | 3.54%-10.8pp | 735.21%-742.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,234 | $2,169+3.0% | $5,298-57.8% | $2,111+5.8% |
| Participant deferral / active EE | $4,718 | $2,392+97.2% | $5,081-7.1% | $3,350+40.8% |
| Admin fee / account holder | $191 | $438-56.4% | $13,411-98.6% | $521-63.3% |