Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $16,827 |
Filed as: ANCORA RETIREMENT PLAN ADVISOR Service code 26 · EIN 23-2697799 | Advisory (Participants) | $14,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,237 | $34,634-41.6% | $77,100-73.8% | $64,824-68.8% |
| Participation rate | 17.0% | 49.8%-32.9pp | 67.9%-51.0pp | 71.5%-54.5pp |
| Annual return | -18.32% | -5.31%-13.0pp | 42.35%-60.7pp | 32.84%-51.2pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $940 | $2,553-63.2% | $4,430-78.8% | $4,311-78.2% |
| Admin fee / account holder | $202 | $178+13.5% | $5,443-96.3% | $188+7.7% |