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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 11448 ROBIOUS RD. · RICHMOND, VA 23235 | Advisory (Plan) | $46,815 |
NEWPORT GROUP, INC.7 years Service code 14 · EIN 27-2037969 | Plan Administrator | $20,410 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $14,232 |
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 | $116,345 | $76,696+51.7% | $96,538+20.5% | $71,529+62.7% |
| Participation rate | 82.1% | 66.6%+15.5pp | 74.3%+7.7pp | 67.9%+14.1pp |
| Annual return | 21.28% | 48.32%-27.0pp | 35.74%-14.5pp | 28.97%-7.7pp |
| Employer contribution / active EE | $3,374 | $3,032+11.3% | $3,740-9.8% | $2,590+30.3% |
| Participant deferral / active EE | $8,268 | $3,770+119.3% | $4,880+69.4% | $4,291+92.7% |
| Admin fee / account holder | $354 | $2,030-82.6% | $6,737-94.7% | $1,588-77.7% |