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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF OZARKS Service code 27 18000 CANTRELL RD · LITTLE ROCK, AR 72223 | Advisory (Plan) | $84,209 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $13,294 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,542 | $101,499-18.7% | $147,005-43.9% | $74,546+10.7% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.2%-20.0pp | 67.2%-5.1pp |
| Annual return | 18.75% | 8732.34%-8713.6pp | 418.76%-400.0pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $2,223 | $3,811-41.7% | $4,934-54.9% | $2,624-15.3% |
| Participant deferral / active EE | $3,578 | $7,304-51.0% | $8,070-55.7% | $4,347-17.7% |
| Admin fee / account holder | $621 | $1,748-64.5% | $13,006-95.2% | $1,944-68.0% |