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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $20,218 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,784 | $65,092-29.7% | $143,799-68.2% | $66,938-31.6% |
| Participation rate | 57.0% | 65.2%-8.2pp | 80.3%-23.3pp | 69.8%-12.8pp |
| Annual return | -15.05% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $612 | $2,362-74.1% | $4,952-87.6% | $2,545-76.0% |
| Participant deferral / active EE | $2,757 | $2,920-5.6% | $5,638-51.1% | $4,238-34.9% |
| Admin fee / account holder | $273 | $502-45.8% | $14,677-98.1% | $594-54.1% |