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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,357 |
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,894 |
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 | $44,136 | $61,356-28.1% | $149,696-70.5% | $71,511-38.3% |
| Participation rate | 38.6% | 62.5%-24.0pp | 78.8%-40.2pp | 67.9%-29.4pp |
| Annual return | 14.16% | 35.86%-21.7pp | 134.46%-120.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $349 | $2,382-85.3% | $4,821-92.8% | $2,589-86.5% |
| Participant deferral / active EE | $1,168 | $2,920-60.0% | $5,682-79.4% | $4,291-72.8% |
| Admin fee / account holder | $145 | $1,263-88.5% | $13,212-98.9% | $1,588-90.9% |