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| Provider | Service type | Compensation |
|---|---|---|
BAER WEALTH MANAGEMENT7+ years Service code 26 · EIN 58-2513178 | Advisory (Participants) | $23,675 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,065 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,695 | $83,427-77.6% | $115,756-83.8% | $68,495-72.7% |
| Participation rate | 39.4% | 71.9%-32.5pp | 77.1%-37.7pp | 67.9%-28.5pp |
| Annual return | -16.54% | -10.95%-5.6pp | 143.14%-159.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $664 | $5,355-87.6% | $6,254-89.4% | $4,028-83.5% |
| Admin fee / account holder | $328 | $5,708-94.3% | $8,124-96.0% | $5,403-93.9% |