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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $106,614 |
INVST1 year Filed as: INVST LLC Service code 26 · EIN 54-2098420 | Advisory (Participants) | $70,280 |
Service code 26 · EIN 35-1892261 | Advisory (Participants) | $36,957 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,378 |
LMCG INVESTMENTS LLC6+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $31,729 |
Filed as: INDIANA TRUST WEALTH MGMNT Service code 26 · EIN 35-1755675 | Advisory (Participants) | $28,055 |
COLUMN CAPITAL ADVISORS LLC5 years Service code 26 · EIN 20-2759063 | Advisory (Participants) | $24,702 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $23,907 |
WOODLEY FARRA MANION PORTFOLIO7+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $15,633 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Service code 26 · EIN 20-1665305 | Advisory (Participants) | $15,580 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,677 | $120,450+279.1% | $159,436+186.4% | $93,030+390.9% |
| Participation rate | 90.5% | 78.0%+12.5pp | 82.8%+7.7pp | 73.9%+16.6pp |
| Annual return | 14.67% | 27.11%-12.4pp | 263.57%-248.9pp | 158.70%-144.0pp |
| Employer contribution / active EE | $14,712 | $3,526+317.3% | $4,829+204.6% | $2,706+443.7% |
| Participant deferral / active EE | $12,010 | $7,283+64.9% | $7,352+63.4% | $4,562+163.2% |
| Admin fee / account holder | $313 | $137+128.8% | $10,799-97.1% | $152+106.2% |