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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $28,575 |
NATIONWIDE4 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $27,906 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 1350 TREAT BLVD, STE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $19,128 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP BENEFITS CONSUL, INC Service code 15 · EIN 42-1451295 1350 TREAT BLVD, STE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $19,044 |
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.
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 | $146,637 | $82,274+78.2% | $152,466-3.8% | $79,393+84.7% |
| Participation rate | 83.6% | 76.4%+7.2pp | 78.2%+5.4pp | 70.7%+12.9pp |
| Annual return | 9.86% | 7959.84%-7950.0pp | 757.33%-747.5pp | 116.87%-107.0pp |
| Employer contribution / active EE | $8,293 | $3,613+129.6% | $4,327+91.7% | $2,428+241.6% |
| Participant deferral / active EE | $2,886 | $4,969-41.9% | $5,820-50.4% | $4,046-28.7% |
| Admin fee / account holder | $334 | $632-47.2% | $15,805-97.9% | $627-46.7% |