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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $14,981 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADVISORS Service code 27 · EIN 63-1156117 | Advisory (Plan) | $7,436 |
INTERSERV, LLC3+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $2,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,507 | $55,453-43.2% | $170,435-81.5% | $62,293-49.4% |
| Participation rate | 62.2% | 66.4%-4.2pp | 83.6%-21.4pp | 69.5%-7.3pp |
| Annual return | 9.65% | 21.38%-11.7pp | 205.94%-196.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $527 | $2,164-75.6% | $5,432-90.3% | $2,042-74.2% |
| Participant deferral / active EE | $996 | $2,303-56.7% | $4,939-79.8% | $3,169-68.6% |
| Admin fee / account holder | $430 | $455-5.5% | $13,881-96.9% | $479-10.3% |