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| Provider | Service type | Compensation |
|---|---|---|
WACKER & ASSOCIATES, INC.8 years Service code 26 208 SHERMAN ST. · JACKSON, MN 56143 | Advisory (Participants) | $71,515 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $22,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,603 | $45,126+114.1% | $85,187+13.4% | $74,459+29.7% |
| Participation rate | 76.2% | 49.4%+26.8pp | 67.5%+8.7pp | 67.2%+9.0pp |
| Annual return | 37.41% | 26.30%+11.1pp | 66.67%-29.3pp | 1369.70%-1332.3pp |
| Employer contribution / active EE | $2,308 | $1,460+58.1% | $2,732-15.5% | $2,626-12.1% |
| Participant deferral / active EE | $4,453 | $2,738+62.6% | $4,525-1.6% | $4,350+2.4% |
| Admin fee / account holder | $454 | $2,212-79.5% | $6,162-92.6% | $1,945-76.6% |