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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,873 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $24,298 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,394 | $89,588-58.3% | $133,698-72.0% | $77,762-51.9% |
| Participation rate | 14.0% | 74.3%-60.3pp | 76.4%-62.4pp | 70.6%-56.6pp |
| Annual return | 12.39% | 17.42%-5.0pp | 580.90%-568.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,218-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $986 | $5,592-82.4% | $7,016-85.9% | $4,651-78.8% |
| Admin fee / account holder | $361 | $539-33.0% | $6,703-94.6% | $433-16.6% |