Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $62,900 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,809 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,811 | $55,470+29.5% | $155,556-53.8% | $74,478-3.6% |
| Participation rate | 89.7% | 61.9%+27.8pp | 78.2%+11.5pp | 67.2%+22.5pp |
| Annual return | 12.15% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,430 | $2,267+7.2% | $4,675-48.0% | $2,626-7.5% |
| Participant deferral / active EE | $4,465 | $2,838+57.3% | $5,631-20.7% | $4,350+2.6% |
| Admin fee / account holder | $304 | $1,744-82.6% | $15,885-98.1% | $1,946-84.4% |