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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $31,246 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Custodial (securities); Claims proces... | $18,488 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,915 | $93,571+138.2% | $135,903+64.0% | $75,163+196.6% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 14.90% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,830 | $3,537-48.3% | $4,856-62.3% | $2,670-31.5% |
| Participant deferral / active EE | $10,925 | $6,404+70.6% | $7,758+40.8% | $4,125+164.8% |
| Admin fee / account holder | $392 | $6,975-94.4% | $10,762-96.4% | $5,651-93.1% |