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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST CO. Service code 21 · EIN 27-4411131 570 LEXINGTON AVE., SUITE 1903 · NEW YORK, NY 10022 | Bank Trustee | $82,109 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $52,018 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $40,002 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 54-1947440 | Investment Management | $28,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $692,378 | $90,170+667.9% | $150,734+359.3% | $69,733+892.9% |
| Participation rate | 45.5% | 60.2%-14.8pp | 78.4%-33.0pp | 62.5%-17.0pp |
| Annual return | 6.47% | 16.56%-10.1pp | 600.81%-594.3pp | 15.22%-8.8pp |
| Employer contribution / active EE | $23,147 | $3,428+575.2% | $4,918+370.6% | $2,250+928.6% |
| Participant deferral / active EE | $10,004 | $3,086+224.1% | $5,610+78.3% | $3,054+227.5% |
| Admin fee / account holder | $1,882 | $4,600-59.1% | $14,905-87.4% | $3,102-39.3% |