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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC7+ years Filed as: SMITH FINANCIAL INVESTMENT ADVISORS Service code 27 1830 S. PLATE STREET · KOKOMO, IN 46902 | Advisory (Plan) | $44,594 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,012 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,991 | $59,263-22.4% | $96,562-52.4% | $79,386-42.1% |
| Participation rate | 92.3% | 61.9%+30.4pp | 69.8%+22.5pp | 70.7%+21.6pp |
| Annual return | 10.83% | 27.07%-16.2pp | 37.78%-27.0pp | 116.85%-106.0pp |
| Employer contribution / active EE | $1,456 | $1,216+19.8% | $2,356-38.2% | $2,427-40.0% |
| Participant deferral / active EE | $3,623 | $2,948+22.9% | $3,849-5.9% | $4,046-10.4% |
| Admin fee / account holder | $407 | $658-38.2% | $6,181-93.4% | $626-35.1% |