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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 | $57,057-59.6% | $85,009-72.9% | $80,874-71.5% |
| Participation rate | 43.6% | 56.4%-12.8pp | 67.5%-23.9pp | 67.6%-24.1pp |
| Annual return | 17.65% | 21.66%-4.0pp | 66.47%-48.8pp | 35.62%-18.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $536 | $3,112-82.8% | $4,522-88.2% | $4,297-87.5% |
| Admin fee / account holder | $236 | $4,986-95.3% | $6,153-96.2% | $6,935-96.6% |