| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $897,653 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $225,000 |
HOLLAND & KNIGHT2 years Service code 29 · EIN 59-0663819 | Legal | $82,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $78,065 |
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 | $198,282 | $156,529+26.7% | $93,621+111.8% | $82,204+141.2% |
| Participation rate | 97.8% | 86.5%+11.3pp | 75.8%+22.0pp | 73.4%+24.4pp |
| Annual return | 24.35% | 20.36%+4.0pp | 32.76%-8.4pp | 26.31%-2.0pp |
| Employer contribution / active EE | $15,587 | $4,800+224.7% | $2,719+473.3% | $2,707+475.8% |
| Participant deferral / active EE | $12,384 | $6,674+85.6% | $4,070+204.3% | $4,246+191.7% |
| Admin fee / account holder | $131 | $65+103.1% | $7,890-98.3% | $76+73.9% |