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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST CO. Service code 21 · EIN 27-4411131 570 LEXINGTON AVE., SUITE 1903 · NEW YORK, NY 10022 | Bank Trustee | $137,369 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $58,338 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $31,084 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,515 |
Service code 28 · EIN 54-1947440 | Investment Management | $10,451 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,676 | $80,748+398.7% | $102,383+293.3% | $74,429+441.0% |
| Participation rate | 92.0% | 65.7%+26.3pp | 74.5%+17.5pp | 67.2%+24.8pp |
| Annual return | 16.38% | 27.57%-11.2pp | 24.94%-8.6pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $21,737 | $3,159+588.1% | $3,870+461.6% | $2,625+728.1% |
| Participant deferral / active EE | $11,172 | $3,861+189.4% | $5,060+120.8% | $4,348+156.9% |
| Admin fee / account holder | $1,246 | $2,371-47.4% | $8,391-85.2% | $1,944-35.9% |