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| Provider | Service type | Compensation |
|---|---|---|
DONALDSON CAPITAL MANAGEMENT6 years Service code 26 20 NW 1ST ST. · EVANSVILLE, IN 47708 | Advisory (Participants) | $77,137 |
NEWPORT GROUP, INC.4 years Service code 14 · EIN 27-2037969 | Plan Administrator | $36,263 |
Participant 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,140 | $78,636+15.9% | $105,607-13.7% | $74,459+22.4% |
| Participation rate | 75.7% | 72.8%+3.0pp | 75.3%+0.5pp | 67.2%+8.5pp |
| Annual return | 19.18% | 15.96%+3.2pp | 116.11%-96.9pp | 1369.70%-1350.5pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,527 | $4,322-64.7% | $5,011-69.5% | $4,350-64.9% |
| Admin fee / account holder | $553 | $2,220-75.1% | $10,958-95.0% | $1,945-71.6% |