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 |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,928 |
GERALD WESBECKER2+ years Filed as: GERALD RAY & ASSOCIATES, LLC Service code 51 1445 ROSS AVE · DALLAS, TX 75202 | Investment Mgmt Fees | $5 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,737 | $42,546-16.0% | $71,796-50.2% | $55,167-35.2% |
| Participation rate | 34.2% | 59.1%-24.9pp | 69.1%-34.9pp | 69.0%-34.8pp |
| Annual return | 8.03% | 12.36%-4.3pp | 78.04%-70.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,935 | $2,064-6.3% | $2,794-30.8% | $3,054-36.7% |
| Admin fee / account holder | $362 | $650-44.3% | $4,815-92.5% | $504-28.1% |