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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES3 years Service code 26 8182 MARYLAND AVE · ST. LOUIS, MO 63105 | Advisory (Participants) | $18,403 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-4411131 | Contract Administrator | $13,044 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,628 | $98,766-75.1% | $149,730-83.6% | $79,852-69.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 5.46% | 27.43%-22.0pp | 276.70%-271.2pp | 31.72%-26.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,336 | $5,681-23.7% | $6,843-36.6% | $3,740+15.9% |
| Admin fee / account holder | $304 | $6,052-95.0% | $9,310-96.7% | $5,306-94.3% |