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| Provider | Service type | Compensation |
|---|---|---|
BRESCIAS PRINTING SERVICE2 years Filed as: BRESCIA'S PRINTING SERVICES Service code 13 · EIN 06-1188287 | Contract Administrator | $48,371 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP Service code 13 · EIN 62-1868111 | Contract Administrator | $32,991 |
FUTURE BENEFITS3+ years Service code 15 · EIN 06-1217398 | Recordkeeping | $29,094 |
REID & RIEGE, P.C.3+ years Service code 29 · EIN 06-0867204 | Legal | $8,093 |
Service code 10 · EIN 06-0931761 | Accounting | $7,648 |
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 | $28,415 | $60,545-53.1% | $92,240-69.2% | $69,631-59.2% |
| Participation rate | 99.4% | 72.2%+27.2pp | 76.5%+22.9pp | 70.7%+28.7pp |
| Annual return | 12.20% | 19.71%-7.5pp | 176.29%-164.1pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $2,138 | $2,633-18.8% | $3,680-41.9% | $2,032+5.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $385 | $145+165.9% | $5,194-92.6% | $110+248.6% |