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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES8+ years Filed as: PRIME, BUCHOLTZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $220,565 |
USI CONSULTING GROUP8+ years Filed as: BURKE GROUP Service code 16 · EIN 80-0688755 | Consulting | $188,697 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $35,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $303,179 | $46,332+554.4% | $143,797+110.8% | $64,824+367.7% |
| Participation rate | 80.9% | 64.2%+16.6pp | 80.3%+0.5pp | 71.5%+9.4pp |
| Annual return | -17.05% | -10.05%-7.0pp | -0.04%-17.0pp | 32.84%-49.9pp |
| Employer contribution / active EE | $11,338 | $1,911+493.3% | $4,952+129.0% | $2,507+352.2% |
| Participant deferral / active EE | $6,187 | $2,647+133.7% | $5,638+9.7% | $4,311+43.5% |
| Admin fee / account holder | $1,144 | $154+643.7% | $14,679-92.2% | $188+509.1% |