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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT Service code 27 · EIN 41-2016508 | Advisory (Plan) | $30,133 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $9,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,350 | $29,507+152.0% | $56,025+32.7% | $77,762-4.4% |
| Participation rate | 40.0% | 32.7%+7.3pp | 52.5%-12.5pp | 70.6%-30.6pp |
| Annual return | 13.86% | 18.90%-5.0pp | 1712.69%-1698.8pp | 31.27%-17.4pp |
| Employer contribution / active EE | $566 | $570-0.7% | $1,042-45.7% | $2,728-79.3% |
| Participant deferral / active EE | $1,430 | $1,062+34.7% | $1,955-26.8% | $4,651-69.3% |
| Admin fee / account holder | $382 | $1,041-63.3% | $2,828-86.5% | $433-11.8% |