Filed September 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
OAKBOURNE ADVISORS3 years Service code 72 · EIN 13-4264898 1605 COUNTRY ROAD 51 · HACKETTSTOWN, NJ 07840 | Other investment fees and expenses | $28,038 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-4411131 | Contract Administrator | $15,677 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,048 | $91,474-31.1% | $135,982-53.6% | $71,529-11.9% |
| Participation rate | 65.1% | 75.7%-10.6pp | 81.9%-16.8pp | 67.9%-2.8pp |
| Annual return | 24.79% | 29.89%-5.1pp | 68.32%-43.5pp | 28.97%-4.2pp |
| Employer contribution / active EE | $2,577 | $3,705-30.4% | $4,859-47.0% | $2,590-0.5% |
| Participant deferral / active EE | $4,588 | $7,095-35.3% | $7,760-40.9% | $4,291+6.9% |
| Admin fee / account holder | $312 | $1,267-75.4% | $10,767-97.1% | $1,588-80.4% |