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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 36-6064763 | Bank Trustee | $115,174 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $20,000 |
Filed as: VALUATION RESEARCH COMPANY Service code 34 · EIN 39-1214928 | Direct payment from the plan; Valuati... | $19,589 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 15 · EIN 27-2037969 | Recordkeeping | $17,365 |
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 | $203,158 | $89,123+128.0% | $102,460+98.3% | $77,762+161.3% |
| Participation rate | 99.5% | 80.9%+18.5pp | 76.5%+22.9pp | 70.6%+28.9pp |
| Annual return | 14.47% | 25.05%-10.6pp | 29.47%-15.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $2,740 | $2,700+1.5% | $3,025-9.4% | $2,728+0.4% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $424 | $236+79.6% | $9,460-95.5% | $433-2.1% |