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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $34,180 |
COUNTRY TRUST BANK8+ years Service code 27 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Advisory (Plan) | $6,949 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,511 | $59,813+114.9% | $79,580+61.5% | $68,486+87.6% |
| Participation rate | 61.9% | 61.1%+0.8pp | 69.5%-7.6pp | 67.9%-6.0pp |
| Annual return | -19.91% | -12.30%-7.6pp | 0.15%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,157 | $3,024+37.5% | $3,985+4.3% | $4,028+3.2% |
| Admin fee / account holder | $607 | $4,835-87.4% | $6,835-91.1% | $5,404-88.8% |