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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $83,160 |
THE INVESTMENT COUNSEL COMPANY3+ years Service code 28 · EIN 88-0228985 | Investment Management | $62,074 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,455 |
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 | $32,789 | $43,233-24.2% | $185,117-82.3% | $77,958-57.9% |
| Participation rate | 36.4% | 64.2%-27.8pp | 77.3%-40.8pp | 71.6%-35.2pp |
| Annual return | 14.93% | 20.43%-5.5pp | 40.50%-25.6pp | 20.87%-5.9pp |
| Employer contribution / active EE | $244 | $1,312-81.4% | $4,182-94.2% | $2,310-89.4% |
| Participant deferral / active EE | $1,736 | $2,912-40.4% | $5,045-65.6% | $3,537-50.9% |
| Admin fee / account holder | $209 | $95+120.0% | $8,159-97.4% | $97+114.9% |