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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $30,614 |
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,719 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,372 | $101,591+196.7% | $147,096+104.9% | $74,429+304.9% |
| Participation rate | 78.2% | 75.5%+2.7pp | 82.2%-4.0pp | 67.2%+11.0pp |
| Annual return | 16.36% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $10,514 | $3,813+175.8% | $4,936+113.0% | $2,625+300.5% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $400 | $1,750-77.1% | $13,005-96.9% | $1,944-79.4% |