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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-5451576 | Advisory (Participants) | $15,937 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 42-1451295 DEPT CH 17048 · PALATINE, IL 60055 | Recordkeeping | $15,435 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $5,101 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,097 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,149 | $80,731+1.8% | $103,374-20.5% | $74,546+10.2% |
| Participation rate | 74.6% | 65.7%+8.9pp | 74.5%+0.1pp | 67.2%+7.4pp |
| Annual return | 14.18% | 27.56%-13.4pp | 24.89%-10.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,981 | $3,158-37.3% | $3,869-48.8% | $2,624-24.5% |
| Participant deferral / active EE | $6,279 | $3,860+62.7% | $5,058+24.1% | $4,347+44.4% |
| Admin fee / account holder | $300 | $2,369-87.3% | $8,394-96.4% | $1,944-84.5% |