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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL INVESTMENT SERVICES Service code 26 24 WEST CEDAR STREET, SUITE 600 · PENSACOLA, FL 32502 | Advisory (Participants) | $29,197 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $20,964 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $3,107 |
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).
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 | $59,990 | $23,224+158.3% | $71,086-15.6% | $55,725+7.7% |
| Participation rate | 16.8% | 37.9%-21.0pp | 54.7%-37.8pp | 70.9%-54.0pp |
| Annual return | -6.40% | -2.87%-3.5pp | 650.59%-657.0pp | 244.93%-251.3pp |
| Employer contribution / active EE | $297 | $436-31.8% | $1,088-72.7% | $2,078-85.7% |
| Participant deferral / active EE | $735 | $929-20.9% | $1,874-60.8% | $3,356-78.1% |
| Admin fee / account holder | $579 | $118+390.9% | $3,082-81.2% | $115+402.7% |