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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $154,500 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,137 |
CLYNE EAGAN & ASSOCIATES5 years Filed as: CLYNE EAGAN AND ASSOCIATES Service code 10 8 RIDGEDALE AVENUE · CEDAR KNOLLS, NJ 07927 | Accounting | $22,368 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,107 | $82,163+216.6% | $125,363+107.5% | $64,814+301.3% |
| Participation rate | 77.4% | 77.9%-0.5pp | 82.4%-5.0pp | 71.5%+5.9pp |
| Annual return | -14.96% | 3.49%-18.4pp | 572.15%-587.1pp | 32.84%-47.8pp |
| Employer contribution / active EE | $878 | $3,616-75.7% | $4,815-81.8% | $2,507-65.0% |
| Participant deferral / active EE | $9,030 | $7,175+25.9% | $7,447+21.3% | $4,310+109.5% |
| Admin fee / account holder | $519 | $163+217.8% | $10,005-94.8% | $188+176.2% |