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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON FINANCIAL, LLC Service code 26 · EIN 26-2409194 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $16,917 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $13,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,168 | $93,182-52.6% | $146,665-69.9% | $79,386-44.4% |
| Participation rate | 66.9% | 76.4%-9.5pp | 80.1%-13.1pp | 70.7%-3.8pp |
| Annual return | 11.92% | 21.61%-9.7pp | 22.74%-10.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,856 | $2,420-23.3% | $4,136-55.1% | $2,427-23.6% |
| Participant deferral / active EE | $3,060 | $4,169-26.6% | $5,506-44.4% | $4,046-24.4% |
| Admin fee / account holder | $359 | $585-38.6% | $10,280-96.5% | $626-42.6% |