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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES1 year Service code 26 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Participants) | $16,792 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $6,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $50,674 | $77,816-34.9% | $123,552-59.0% | $64,173-21.0% |
| Participation rate | 36.1% | 74.7%-38.6pp | 82.3%-46.2pp | 69.6%-33.5pp |
| Annual return | -10.65% | 12.49%-23.1pp | 119.20%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,959 | $5,240-24.5% | $6,426-38.4% | $3,470+14.1% |
| Admin fee / account holder | $430 | $5,519-92.2% | $9,285-95.4% | $4,887-91.2% |