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| Provider | Service type | Compensation |
|---|---|---|
BAER WEALTH MANAGEMENT3+ years Service code 26 · EIN 58-2513178 101 VILLAGE PKWY NE · MARIETTA, GA 30067 | Advisory (Participants) | $31,475 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 2001 N. MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping | $8,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,905 | $59,186-64.7% | $76,768-72.8% | $56,287-62.9% |
| Participation rate | 48.4% | 75.2%-26.8pp | 77.0%-28.5pp | 69.9%-21.4pp |
| Annual return | -5.92% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,367 | $3,255-58.0% | $3,852-64.5% | $3,350-59.2% |
| Admin fee / account holder | $366 | $489-25.1% | $6,675-94.5% | $521-29.7% |