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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $11,025 |
HORNER TOWNSEND & KENT INC1+ years Service code 33 | Distribution (12b-1) fees; Securities... | $0 |
HORNER TOWNSEND & KENT INC1+ years Filed as: HORNER, TOWNSEND & KENT INC Service code 33 | Securities brokerage; Distribution (1... | $0 |
HORNER TOWNSEND & KENT INC1+ years Filed as: HORNER, TOWNSEND & KENT INC. Service code 33 3 RAVINA DRIVE · ATLANTA, GA 30346 | Securities brokerage; Distribution (1... | $0 |
HORNER TOWNSEND & KENT INC1+ years Filed as: HORNER, TOWNSEND & KENT, INC Service code 33 | Securities brokerage; Distribution (1... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,236 | $46,745+11.7% | $60,547-13.7% | $52,331-0.2% |
| Participation rate | 43.1% | 58.6%-15.5pp | 68.0%-24.9pp | 68.1%-25.0pp |
| Annual return | -2.04% | 0.61%-2.7pp | 335.64%-337.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $158 | $1,259-87.4% | $2,419-93.5% | $1,882-91.6% |
| Participant deferral / active EE | $1,116 | $2,145-48.0% | $3,328-66.5% | $3,022-63.1% |
| Admin fee / account holder | $36 | $537-93.3% | $4,536-99.2% | $592-93.9% |