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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $34,807 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP Service code 27 · EIN 41-1416330 | Advisory (Plan) | $29,621 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,765 | $27,243-5.4% | $52,425-50.9% | $79,634-67.6% |
| Participation rate | 30.2% | 22.4%+7.8pp | 55.6%-25.4pp | 62.5%-32.2pp |
| Annual return | 12.16% | 63.36%-51.2pp | 302.12%-290.0pp | 36.46%-24.3pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,030 | $636+62.1% | $1,790-42.5% | $3,835-73.1% |
| Admin fee / account holder | $182 | $2,105-91.4% | $2,495-92.7% | $1,002-81.9% |