Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $20,490 |
PRISM COLOR CORPORATION2 years Filed as: PRISM FUND SOLUTIONS, INC. Service code 27 679 WATERMARK CIRCLE · ST. PETERSBURG, FL 33702 | Advisory (Plan) | $3,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,209 | $58,888-13.0% | $178,499-71.3% | $73,493-30.3% |
| Participation rate | 61.8% | 66.2%-4.4pp | 81.9%-20.1pp | 70.7%-8.8pp |
| Annual return | 9.74% | 24.86%-15.1pp | 151.10%-141.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,039 | $2,236-53.5% | $5,011-79.3% | $2,270-54.2% |
| Participant deferral / active EE | $1,636 | $2,568-36.3% | $5,202-68.5% | $3,740-56.2% |
| Admin fee / account holder | $171 | $400-57.3% | $13,986-98.8% | $513-66.7% |