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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 | $45,119+114.1% | $85,126+13.5% | $74,429+29.8% |
| Participation rate | 76.2% | 49.4%+26.9pp | 67.5%+8.7pp | 67.2%+9.0pp |
| Annual return | 37.41% | 26.28%+11.1pp | 66.63%-29.2pp | 1368.38%-1331.0pp |
| Employer contribution / active EE | $2,308 | $1,460+58.1% | $2,731-15.5% | $2,625-12.1% |
| Participant deferral / active EE | $4,453 | $2,738+62.7% | $4,523-1.5% | $4,348+2.4% |
| Admin fee / account holder | $454 | $2,214-79.5% | $6,160-92.6% | $1,944-76.6% |