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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $25,423 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $23,567 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $16,655 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP BENEFITS CONSUL, INC Service code 15 · EIN 42-1451295 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $15,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,783 | $67,703+102.0% | $127,803+7.0% | $65,185+109.8% |
| Participation rate | 89.8% | 74.5%+15.3pp | 79.0%+10.8pp | 70.2%+19.6pp |
| Annual return | 17.15% | 24.36%-7.2pp | 26.14%-9.0pp | 29.38%-12.2pp |
| Employer contribution / active EE | $8,679 | $3,724+133.1% | $4,576+89.7% | $2,177+298.7% |
| Participant deferral / active EE | $2,681 | $4,787-44.0% | $6,023-55.5% | $3,514-23.7% |
| Admin fee / account holder | $300 | $618-51.4% | $9,399-96.8% | $847-64.5% |