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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $30,812 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,532 | $45,566+48.2% | $64,105+5.3% | $59,633+13.2% |
| Participation rate | 57.7% | 60.2%-2.4pp | 68.2%-10.4pp | 68.7%-10.9pp |
| Annual return | -0.08% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $82 | $934-91.2% | $1,820-95.5% | $2,203-96.3% |
| Participant deferral / active EE | $3,056 | $2,057+48.6% | $2,822+8.3% | $3,192-4.3% |
| Admin fee / account holder | $440 | $3,268-86.5% | $4,499-90.2% | $4,297-89.8% |