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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SOLUTIONS Service code 26 734 CLINTON STREET · WAUKESHA, WI 53186 | Advisory (Participants) | $60,230 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $42,502 |
PENTEGRA SERVICES, INC.3+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Recordkeeping | $22,677 |
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.)
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 | $99,000 | $89,739+10.3% | $149,721-33.9% | $62,293+58.9% |
| Participation rate | 98.3% | 85.1%+13.2pp | 87.1%+11.2pp | 69.5%+28.8pp |
| Annual return | 18.17% | 21.01%-2.8pp | 1501.67%-1483.5pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,012 | $3,233-68.7% | $5,444-81.4% | $2,042-50.5% |
| Participant deferral / active EE | $3,708 | $4,797-22.7% | $6,568-43.5% | $3,169+17.0% |
| Admin fee / account holder | $357 | $551-35.2% | $11,282-96.8% | $479-25.5% |