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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 24 WEST CEDAR STREET · PENSACOLA, FL 32502 | Advisory (Participants) | $34,731 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $17,717 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,360 | $29,369+234.9% | $77,513+26.9% | $73,412+34.0% |
| Participation rate | 18.7% | 37.9%-19.3pp | 54.2%-35.5pp | 72.2%-53.5pp |
| Annual return | 19.29% | 358.15%-338.9pp | 54.81%-35.5pp | 59.30%-40.0pp |
| Employer contribution / active EE | $401 | $406-1.1% | $987-59.3% | $2,234-82.0% |
| Participant deferral / active EE | $1,048 | $941+11.4% | $1,861-43.7% | $3,806-72.5% |
| Admin fee / account holder | $658 | $123+436.1% | $2,859-77.0% | $158+316.7% |