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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1411 SECOND LOOP ROAD · FLORENCE, SC 29505 | Advisory (Plan) | $7,895 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $7,289 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,627 | $51,207-87.1% | $70,565-90.6% | $71,529-90.7% |
| Participation rate | 78.7% | 59.4%+19.4pp | 68.4%+10.4pp | 67.9%+10.8pp |
| Annual return | 49.85% | 42.71%+7.1pp | 32.79%+17.1pp | 28.97%+20.9pp |
| Employer contribution / active EE | $582 | $1,795-67.6% | $2,976-80.4% | $2,590-77.5% |
| Participant deferral / active EE | $1,800 | $3,033-40.6% | $4,568-60.6% | $4,291-58.0% |
| Admin fee / account holder | $91 | $2,002-95.5% | $6,430-98.6% | $1,588-94.3% |