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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & COMPANY, PC1 year Filed as: LUTZ FINANCIAL SERVICES Service code 26 13616 CALIFORNIA STREET · OMAHA, NE 68154 | Advisory (Participants) | $7,220 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $5,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,050 | $37,463-43.8% | $77,100-72.7% | $66,949-68.6% |
| Participation rate | 45.1% | 52.9%-7.8pp | 67.9%-22.8pp | 69.8%-24.7pp |
| Annual return | -16.97% | -3.25%-13.7pp | 42.35%-59.3pp | 1.57%-18.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,148 | $2,621-18.0% | $4,430-51.5% | $4,239-49.3% |
| Admin fee / account holder | $173 | $568-69.5% | $5,443-96.8% | $594-70.8% |