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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 54-1870462 | Bank Trustee | $36,524 |
ACTUARIAL BENEFITS CORP8+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 | Contract Administrator | $26,831 |
Filed as: HUNTER-MICHAEL INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $10,727 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $3,486 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,270 | $82,664+253.6% | $125,339+133.2% | $68,494+326.7% |
| Participation rate | 94.7% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,549 | $3,381+5.0% | $4,814-26.3% | $2,596+36.7% |
| Participant deferral / active EE | $16,239 | $6,110+165.8% | $7,446+118.1% | $4,027+303.2% |
| Admin fee / account holder | $348 | $6,275-94.5% | $10,010-96.5% | $5,403-93.6% |