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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,654 |
PISENTI & BRINKER LLP7 years Service code 10 · EIN 94-1585562 3562 ROUND BARN CIRCLE · SANTA ROSA, CA 95403 | Accounting | $17,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,840 | $54,717-25.4% | $86,209-52.6% | $71,495-42.9% |
| Participation rate | 81.3% | 60.1%+21.1pp | 69.0%+12.3pp | 67.9%+13.3pp |
| Annual return | 15.44% | 20.07%-4.6pp | 1169.05%-1153.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,104 | $1,267-12.8% | $2,381-53.6% | $2,589-57.4% |
| Participant deferral / active EE | $1,911 | $3,110-38.5% | $3,986-52.1% | $4,291-55.5% |
| Admin fee / account holder | $325 | $1,922-83.1% | $6,853-95.3% | $1,588-79.5% |