Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RHODES SECURITIES, INC. Service code 26 FORT WORTH CLUB BUILDING · FORT WORTH, TX 76102 | Advisory (Participants) | $13,184 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $7,134 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $96,097 | $58,726+63.6% | $92,240+4.2% | $62,293+54.3% |
| Participation rate | 24.7% | 68.3%-43.7pp | 76.5%-51.8pp | 69.5%-44.9pp |
| Annual return | 17.11% | 43.62%-26.5pp | 176.29%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $838 | $2,392-65.0% | $3,680-77.2% | $2,042-59.0% |
| Participant deferral / active EE | $1,580 | $2,766-42.9% | $3,897-59.4% | $3,169-50.1% |
| Admin fee / account holder | $607 | $556+9.0% | $5,194-88.3% | $479+26.5% |