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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 24 WEST CEDAR STREET · PENSACOLA, FL 32502 | Advisory (Participants) | $42,526 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $13,951 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,972 | $30,107+172.3% | $61,452+33.4% | $64,819+26.5% |
| Participation rate | 24.6% | 36.4%-11.8pp | 52.6%-28.0pp | 71.5%-46.9pp |
| Annual return | -22.01% | -13.99%-8.0pp | 338.96%-361.0pp | 32.84%-54.9pp |
| Employer contribution / active EE | $531 | $537-1.1% | $1,160-54.2% | $2,507-78.8% |
| Participant deferral / active EE | $1,296 | $1,126+15.1% | $2,125-39.0% | $4,311-69.9% |
| Admin fee / account holder | $633 | $148+326.6% | $2,131-70.3% | $188+236.8% |