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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $77,169 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $31,363 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES IN. Service code 53 | Insurance Commissions | $25,162 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $9,501 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC. Service code 53 · EIN 74-2470431 | Insurance Commissions | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,042 | $37,213-13.9% | $156,549-79.5% | $63,975-49.9% |
| Participation rate | 33.3% | 65.0%-31.6pp | 84.0%-50.7pp | 71.1%-37.8pp |
| Annual return | 10.14% | 47.89%-37.7pp | 32.23%-22.1pp | 48.65%-38.5pp |
| Employer contribution / active EE | $191 | $1,357-85.9% | $5,501-96.5% | $2,182-91.2% |
| Participant deferral / active EE | $1,353 | $2,070-34.6% | $4,871-72.2% | $3,356-59.7% |
| Admin fee / account holder | $98 | $56+74.1% | $13,027-99.2% | $70+39.2% |