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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,632 |
Service code 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $17,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,905 | $61,272-25.1% | $149,673-69.3% | $71,457-35.8% |
| Participation rate | 49.0% | 62.5%-13.5pp | 78.8%-29.8pp | 67.9%-18.9pp |
| Annual return | 10.80% | 35.85%-25.0pp | 134.42%-123.6pp | 28.85%-18.0pp |
| Employer contribution / active EE | $583 | $2,378-75.5% | $4,818-87.9% | $2,588-77.5% |
| Participant deferral / active EE | $2,592 | $2,917-11.1% | $5,680-54.4% | $4,289-39.6% |
| Admin fee / account holder | $224 | $1,261-82.2% | $13,210-98.3% | $1,587-85.9% |