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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $24,251 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,051 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,230 | $51,283+48.6% | $95,740-20.4% | $71,511+6.6% |
| Participation rate | 50.4% | 63.1%-12.7pp | 72.3%-21.9pp | 67.9%-17.6pp |
| Annual return | 14.77% | 25.25%-10.5pp | 28.41%-13.6pp | 28.86%-14.1pp |
| Employer contribution / active EE | $1,336 | $1,817-26.5% | $2,836-52.9% | $2,589-48.4% |
| Participant deferral / active EE | $3,883 | $3,365+15.4% | $4,244-8.5% | $4,291-9.5% |
| Admin fee / account holder | $401 | $1,135-64.7% | $5,676-92.9% | $1,588-74.7% |