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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $10,300 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,823 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA Service code 26 200 N SEPULVEDA BLVD SUITE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Participants) | $7,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,108 | $51,447-70.6% | $104,639-85.6% | $73,412-79.4% |
| Participation rate | 26.1% | 68.2%-42.1pp | 74.1%-48.0pp | 72.2%-46.1pp |
| Annual return | 13.35% | 25.06%-11.7pp | 340.67%-327.3pp | 59.30%-45.9pp |
| Employer contribution / active EE | $177 | $1,441-87.7% | $2,682-93.4% | $2,234-92.1% |
| Participant deferral / active EE | $522 | $3,058-82.9% | $3,738-86.0% | $3,806-86.3% |
| Admin fee / account holder | $142 | $122+16.6% | $6,465-97.8% | $158-9.9% |