Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,815 |
Filed as: ANCORA RETIREMENT PLAN ADVISOR Service code 26 · EIN 23-2697799 | Advisory (Participants) | $25,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,313 | $45,031-34.9% | $84,966-65.5% | $77,643-62.2% |
| Participation rate | 13.4% | 48.7%-35.2pp | 67.5%-54.1pp | 70.6%-57.1pp |
| Annual return | 16.25% | 79.22%-63.0pp | 66.38%-50.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $150 | $1,609-90.7% | $2,727-94.5% | $2,726-94.5% |
| Participant deferral / active EE | $634 | $2,807-77.4% | $4,519-86.0% | $4,647-86.3% |
| Admin fee / account holder | $372 | $912-59.2% | $6,149-93.9% | $430-13.5% |