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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE1 year Filed as: CFO4LIFE GROUP, LLC Service code 28 735 PLAZA BLVD. · COPPELL, TX 75019 | Investment Management | $306,534 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $155,407 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $142,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,130 | $65,708+37.2% | $76,667+17.6% | $77,775+15.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 72.1%+27.9pp | 73.2%+26.8pp |
| Annual return | 21.15% | 49.86%-28.7pp | 1166.74%-1145.6pp | 32.58%-11.4pp |
| Employer contribution / active EE | $5,995 | $2,167+176.6% | $2,303+160.3% | $2,504+139.4% |
| Participant deferral / active EE | $5,564 | $3,254+71.0% | $3,336+66.8% | $3,966+40.3% |
| Admin fee / account holder | $366 | $91+303.3% | $6,423-94.3% | $100+266.0% |