See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY4+ years Service code 28 · EIN 88-0228985 | Investment Management | $25,963 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Custodial (other than securities); Pa... | $21,417 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,744 | $51,620-19.1% | $90,281-53.8% | $65,185-36.0% |
| Participation rate | 55.8% | 68.6%-12.8pp | 73.3%-17.4pp | 70.2%-14.4pp |
| Annual return | 3.96% | 24.94%-21.0pp | 78.10%-74.1pp | 29.38%-25.4pp |
| Employer contribution / active EE | $743 | $2,235-66.8% | $2,854-74.0% | $2,177-65.9% |
| Participant deferral / active EE | $3,094 | $2,871+7.8% | $3,885-20.4% | $3,514-11.9% |
| Admin fee / account holder | $431 | $384+12.1% | $5,351-92.0% | $847-49.2% |