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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,960 |
QUALIFIED PLANS, LLC7 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,392 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,761 | $81,248-64.6% | $155,509-81.5% | $80,856-64.4% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 10.10% | 33.31%-23.2pp | 64.67%-54.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,190 | $3,100-29.4% | $4,672-53.1% | $2,755-20.5% |
| Participant deferral / active EE | $4,149 | $3,452+20.2% | $5,626-26.3% | $4,296-3.4% |
| Admin fee / account holder | $218 | $7,997-97.3% | $15,912-98.6% | $6,918-96.8% |