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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $24,604 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,359 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP BENEFITS CONSUL, INC Service code 15 · EIN 42-1451295 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $16,235 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,557 |
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 | $139,429 | $72,554+92.2% | $138,135+0.9% | $73,497+89.7% |
| Participation rate | 88.2% | 74.8%+13.3pp | 78.7%+9.5pp | 70.7%+17.5pp |
| Annual return | 11.28% | 17.50%-6.2pp | 20.51%-9.2pp | 28.51%-17.2pp |
| Employer contribution / active EE | $7,778 | $3,511+121.5% | $5,587+39.2% | $2,270+242.6% |
| Participant deferral / active EE | $2,717 | $4,908-44.6% | $6,431-57.8% | $3,740-27.3% |
| Admin fee / account holder | $274 | $464-40.9% | $11,856-97.7% | $513-46.5% |