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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 101 W SPRING ST · NEW ALBANY, IN 47150 | Advisory (Participants) | $56,661 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,112 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,224 | $55,470+26.6% | $155,556-54.9% | $74,478-5.7% |
| Participation rate | 69.5% | 61.9%+7.6pp | 78.2%-8.7pp | 67.2%+2.3pp |
| Annual return | 13.84% | 269.80%-256.0pp | 64.84%-51.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,031 | $2,267-10.4% | $4,675-56.6% | $2,626-22.7% |
| Participant deferral / active EE | $3,998 | $2,838+40.9% | $5,631-29.0% | $4,350-8.1% |
| Admin fee / account holder | $621 | $1,744-64.4% | $15,885-96.1% | $1,946-68.1% |