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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 | $28,167-8.5% | $73,658-65.0% | $64,728-60.2% |
| Participation rate | 30.2% | 21.1%+9.2pp | 57.0%-26.8pp | 57.9%-27.7pp |
| Annual return | 12.16% | 139.75%-127.6pp | 29.72%-17.6pp | 49.38%-37.2pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,030 | $597+72.5% | $2,062-50.0% | $2,729-62.3% |
| Admin fee / account holder | $182 | $1,791-89.9% | $3,357-94.6% | $1,145-84.1% |