Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAER WEALTH MANAGEMENT4+ years Service code 26 · EIN 58-2513178 101 VILLAGE PKWY NE · MARIETTA, GA 30067 | Advisory (Participants) | $27,266 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 2001 N. MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping | $5,685 |
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.)
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).
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 | $25,068 | $64,919-61.4% | $392,568-93.6% | $65,185-61.5% |
| Participation rate | 44.2% | 72.0%-27.8pp | 78.1%-33.8pp | 70.2%-26.0pp |
| Annual return | 18.14% | 26.09%-7.9pp | 24.42%-6.3pp | 29.38%-11.2pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,381 | $3,668-62.3% | $5,985-76.9% | $3,514-60.7% |
| Admin fee / account holder | $319 | $634-49.6% | $6,260-94.9% | $847-62.3% |