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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,795 |
Service code 26 2630 EASTSIDE BLVD · BEATRICE, NE 68310 | Advisory (Participants) | $16,156 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 42-1451295 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $12,924 |
Filed as: IFP ADVISORS, LLC Service code 26 · EIN 59-3331424 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $5,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,169 | $76,669-2.0% | $96,520-22.1% | $71,495+5.1% |
| Participation rate | 75.9% | 66.6%+9.4pp | 74.3%+1.6pp | 67.9%+8.0pp |
| Annual return | 18.68% | 48.29%-29.6pp | 35.72%-17.0pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,118 | $3,031-30.1% | $3,739-43.4% | $2,589-18.2% |
| Participant deferral / active EE | $6,646 | $3,771+76.2% | $4,879+36.2% | $4,291+54.9% |
| Admin fee / account holder | $316 | $2,028-84.4% | $6,733-95.3% | $1,588-80.1% |