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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 1445 ROSS AVENUE, SUITE 5600 · DALLAS, TX 75202 | Advisory (Participants) | $34,177 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,156 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,208 | $50,958-54.5% | $74,552-68.9% | $64,186-63.8% |
| Participation rate | 51.7% | 61.1%-9.3pp | 69.1%-17.4pp | 69.6%-17.8pp |
| Annual return | -6.16% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $699 | $1,115-37.4% | $1,961-64.4% | $2,381-70.7% |
| Participant deferral / active EE | $2,382 | $2,301+3.5% | $3,108-23.4% | $3,470-31.3% |
| Admin fee / account holder | $470 | $4,223-88.9% | $5,060-90.7% | $4,888-90.4% |