Filed October 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,830 |
CCR WEALTH MANAGEMENT1 year Service code 27 200 NORTH SEPULVEDA BOULEVARD · EL SEGUNDO, CA 90245 | Advisory (Plan) | $2,662 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,686 | $46,173-42.2% | $170,435-84.3% | $69,631-61.7% |
| Participation rate | 26.1% | 63.9%-37.8pp | 83.6%-57.5pp | 70.7%-44.6pp |
| Annual return | 240.63% | 21.62%+219.0pp | 205.94%+34.7pp | 27571.02%-27330.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,619 | $2,080-22.2% | $4,939-67.2% | $3,224-49.8% |
| Admin fee / account holder | $58 | $116-49.6% | $13,881-99.6% | $110-47.0% |