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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 13 · EIN 42-1451295 | Contract Administrator | $9,336 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,789 |
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES INC. Service code 49 · EIN 03-0221141 | Other Services | $2,686 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,024 | $81,537-6.8% | $149,716-49.2% | $69,631+9.2% |
| Participation rate | 67.6% | 86.1%-18.5pp | 87.1%-19.5pp | 70.7%-3.1pp |
| Annual return | 4.93% | 22.79%-17.9pp | 1501.67%-1496.7pp | 27571.02%-27566.1pp |
| Employer contribution / active EE | $690 | $3,239-78.7% | $5,444-87.3% | $2,032-66.1% |
| Participant deferral / active EE | $4,508 | $4,994-9.7% | $6,568-31.4% | $3,224+39.8% |
| Admin fee / account holder | $67 | $107-37.7% | $11,282-99.4% | $110-39.7% |