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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $1,652 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $1,142 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $150 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,404 | $31,388+82.9% | $73,545-21.9% | $62,293-7.8% |
| Participation rate | 16.6% | 39.9%-23.3pp | 54.9%-38.4pp | 69.5%-53.0pp |
| Annual return | 15.77% | 25.34%-9.6pp | -15.16%+30.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $23 | $498-95.3% | $1,219-98.1% | $2,042-98.9% |
| Participant deferral / active EE | $447 | $1,028-56.6% | $1,806-75.3% | $3,169-85.9% |
| Admin fee / account holder | $3 | $299-99.1% | $2,320-99.9% | $479-99.4% |