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| Provider | Service type | Compensation |
|---|---|---|
HOLM & O'HARA6 years Filed as: HOLM & CAWLEY FINANCIAL Service code 26 5155 S DURANGO DRIVE, SUITE 102 · LAS VEGAS, NV 89113 | Advisory (Participants) | $11,619 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,668 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,026 | $57,073-59.7% | $85,126-73.0% | $80,925-71.5% |
| Participation rate | 43.6% | 56.4%-12.8pp | 67.5%-23.9pp | 67.7%-24.1pp |
| Annual return | 17.65% | 21.69%-4.0pp | 66.63%-49.0pp | 35.65%-18.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $536 | $3,113-82.8% | $4,523-88.2% | $4,299-87.5% |
| Admin fee / account holder | $236 | $4,988-95.3% | $6,160-96.2% | $6,940-96.6% |