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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,599 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS CO. Service code 10 636 SHELBY STREET · BRISTOL, TN 37620 | Accounting | $18,096 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,678 | $55,371+25.8% | $95,585-27.1% | $74,304-6.2% |
| Participation rate | 80.4% | 53.8%+26.6pp | 72.1%+8.4pp | 60.3%+20.1pp |
| Annual return | 12.99% | 24.26%-11.3pp | 38.56%-25.6pp | 29.43%-16.4pp |
| Employer contribution / active EE | $642 | $1,437-55.3% | $2,527-74.6% | $2,241-71.4% |
| Participant deferral / active EE | $4,948 | $2,955+67.4% | $4,023+23.0% | $3,767+31.3% |
| Admin fee / account holder | $249 | $2,620-90.5% | $6,127-95.9% | $2,969-91.6% |