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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,710 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,470 | $42,548+16.3% | $74,549-33.6% | $56,287-12.1% |
| Participation rate | 47.6% | 60.5%-12.9pp | 69.1%-21.6pp | 69.9%-22.3pp |
| Annual return | -4.94% | 12.40%-17.3pp | 32.53%-37.5pp | -9.96%+5.0pp |
| Employer contribution / active EE | $403 | $855-52.8% | $1,961-79.4% | $2,111-80.9% |
| Participant deferral / active EE | $1,843 | $2,277-19.1% | $3,108-40.7% | $3,350-45.0% |
| Admin fee / account holder | $354 | $467-24.2% | $5,059-93.0% | $521-32.0% |