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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,905 | $61,356-25.2% | $149,696-69.3% | $71,511-35.8% |
| Participation rate | 49.0% | 62.5%-13.5pp | 78.8%-29.8pp | 67.9%-18.9pp |
| Annual return | 10.80% | 35.86%-25.1pp | 134.46%-123.7pp | 28.86%-18.1pp |
| Employer contribution / active EE | $583 | $2,382-75.5% | $4,821-87.9% | $2,589-77.5% |
| Participant deferral / active EE | $2,592 | $2,920-11.2% | $5,682-54.4% | $4,291-39.6% |
| Admin fee / account holder | $224 | $1,263-82.3% | $13,212-98.3% | $1,588-85.9% |