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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $44,674 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $40,687 |
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 | $32,478 | $57,921-43.9% | $84,753-61.7% | $57,658-43.7% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.8pp | 70.2%+28.1pp |
| Annual return | 8.40% | 10.24%-1.8pp | 22.78%-14.4pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,504 | $2,598-42.1% | $3,574-57.9% | $1,974-23.8% |
| Participant deferral / active EE | $2,306 | $2,742-15.9% | $3,712-37.9% | $3,061-24.6% |
| Admin fee / account holder | $135 | $130+4.0% | $5,333-97.5% | $95+42.7% |