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| Provider | Service type | Compensation |
|---|---|---|
BRESCIAS PRINTING SERVICE1+ years Filed as: BRESCIA PRINTING Service code 13 · EIN 06-1188287 | Contract Administrator | $46,742 |
FUTURE BENEFITS1+ years Service code 15 · EIN 06-1217398 | Recordkeeping | $24,260 |
NEWPORT GROUP, INC.1+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $21,865 |
REID & RIEGE, P.C.1+ years Service code 29 · EIN 06-0867204 | Legal | $11,282 |
Service code 10 · EIN 06-0931761 | Accounting | $7,858 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $50,498-54.3% | $75,784-69.6% | $55,191-58.2% |
| Participation rate | 94.5% | 69.4%+25.1pp | 75.8%+18.7pp | 69.2%+25.4pp |
| Annual return | -1.79% | 1.80%-3.6pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,921 | $2,291-16.1% | $3,323-42.2% | $1,899+1.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $354 | $123+188.0% | $5,300-93.3% | $91+290.4% |