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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $54,300 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US Service code 10 · EIN 30-1413443 | Accounting | $7,875 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,766 | $79,184-23.3% | $102,438-40.7% | $74,546-18.5% |
| Participation rate | 88.0% | 74.8%+13.3pp | 76.5%+11.5pp | 67.2%+20.8pp |
| Annual return | 11.56% | 54.95%-43.4pp | 29.37%-17.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,078 | $2,362-54.4% | $3,024-64.4% | $2,624-58.9% |
| Participant deferral / active EE | $4,598 | $4,414+4.2% | $5,054-9.0% | $4,347+5.8% |
| Admin fee / account holder | $379 | $2,001-81.1% | $9,448-96.0% | $1,944-80.5% |