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| Provider | Service type | Compensation |
|---|---|---|
ODYSSEY ADVISORS3 years Filed as: ODYSSEY PERSONAL FINANCIAL ADVISORS Service code 26 500 SUN VALLEY DRIVE · ROSWELL, GA 30076 | Advisory (Participants) | $19,804 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,043 |
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.
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 | $41,212 | $91,559-55.0% | $133,978-69.2% | $79,856-48.4% |
| Participation rate | 74.7% | 73.3%+1.3pp | 79.8%-5.2pp | 69.6%+5.0pp |
| Annual return | 3.53% | 61.85%-58.3pp | 45.10%-41.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,941 | $2,384-18.6% | $3,919-50.5% | $2,471-21.5% |
| Participant deferral / active EE | $3,189 | $3,734-14.6% | $5,047-36.8% | $3,741-14.7% |
| Admin fee / account holder | $444 | $6,321-93.0% | $8,930-95.0% | $5,306-91.6% |