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| Provider | Service type | Compensation |
|---|---|---|
BAER WEALTH MANAGEMENT5+ years Service code 26 · EIN 58-2513178 | Advisory (Participants) | $26,447 |
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,821 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,708 | $95,762-74.2% | $379,746-93.5% | $79,858-69.1% |
| Participation rate | 40.8% | 74.0%-33.2pp | 78.4%-37.6pp | 69.6%-28.8pp |
| Annual return | 10.55% | 18.26%-7.7pp | 34.90%-24.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,248 | $4,705-73.5% | $6,024-79.3% | $3,740-66.6% |
| Admin fee / account holder | $325 | $6,745-95.2% | $7,927-95.9% | $5,306-93.9% |