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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,136 | $61,272-28.0% | $149,673-70.5% | $71,457-38.2% |
| Participation rate | 38.6% | 62.5%-23.9pp | 78.8%-40.2pp | 67.9%-29.4pp |
| Annual return | 14.16% | 35.85%-21.7pp | 134.42%-120.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $349 | $2,378-85.3% | $4,818-92.8% | $2,588-86.5% |
| Participant deferral / active EE | $1,168 | $2,917-60.0% | $5,680-79.4% | $4,289-72.8% |
| Admin fee / account holder | $145 | $1,261-88.5% | $13,210-98.9% | $1,587-90.9% |