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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $74,365 |
THE INVESTMENT COUNSEL COMPANY2+ years Service code 28 · EIN 88-0228985 | Investment Management | $55,118 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,994 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,196 | $36,700-9.5% | $171,082-80.6% | $63,975-48.1% |
| Participation rate | 31.2% | 61.5%-30.4pp | 76.7%-45.5pp | 71.1%-40.0pp |
| Annual return | 5.09% | 12.80%-7.7pp | 32.56%-27.5pp | 48.65%-43.6pp |
| Employer contribution / active EE | $206 | $1,210-83.0% | $4,002-94.9% | $2,182-90.6% |
| Participant deferral / active EE | $1,481 | $2,696-45.1% | $4,797-69.1% | $3,356-55.9% |
| Admin fee / account holder | $232 | $68+243.1% | $8,520-97.3% | $70+229.1% |