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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP SECURITIES, INC. Service code 26 1060 MAITLAND CENTER COMMONS · MAITLAND, FL 32751 | Advisory (Participants) | $34,337 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $14,533 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,574 | $66,459-43.5% | $81,286-53.8% | $77,714-51.7% |
| Participation rate | 89.9% | 68.7%+21.2pp | 69.5%+20.4pp | 70.6%+19.3pp |
| Annual return | 13.56% | 15.95%-2.4pp | 24.80%-11.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $758 | $2,156-64.8% | $2,463-69.2% | $2,727-72.2% |
| Participant deferral / active EE | $3,960 | $3,674+7.8% | $3,883+2.0% | $4,649-14.8% |
| Admin fee / account holder | $173 | $585-70.5% | $5,764-97.0% | $433-60.1% |