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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,879 |
Service code 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $16,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $53,475 | $61,166-12.6% | $185,837-71.2% | $79,393-32.6% |
| Participation rate | 54.9% | 66.6%-11.8pp | 81.7%-26.9pp | 70.7%-15.9pp |
| Annual return | 25.54% | 19.45%+6.1pp | 122.08%-96.5pp | 116.87%-91.3pp |
| Employer contribution / active EE | $44 | $2,321-98.1% | $5,168-99.2% | $2,428-98.2% |
| Participant deferral / active EE | $2,321 | $2,789-16.8% | $5,568-58.3% | $4,046-42.6% |
| Admin fee / account holder | $245 | $710-65.5% | $16,241-98.5% | $627-60.9% |