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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $45,694 |
BRONFMAN E.L. ROTHSCHILD4+ years Filed as: BRONFMAN E.L. ROTHSCHILD, LP Service code 27 TEN TERRACE COURT · MADISON, WI 53718 | Advisory (Plan) | $30,807 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $6,062 |
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).
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 | $74,231 | $55,449+33.9% | $83,850-11.5% | $56,287+31.9% |
| Participation rate | 87.6% | 68.0%+19.6pp | 76.1%+11.4pp | 69.9%+17.7pp |
| Annual return | -7.62% | -1.38%-6.2pp | 850.92%-858.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,002 | $2,430-17.6% | $3,631-44.9% | $2,111-5.2% |
| Participant deferral / active EE | $5,894 | $2,935+100.8% | $4,082+44.4% | $3,350+76.0% |
| Admin fee / account holder | $467 | $656-28.9% | $5,478-91.5% | $521-10.4% |