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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK10+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $72,461 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,947 |
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 | $113,484 | $79,181+43.3% | $102,423+10.8% | $74,429+52.5% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 14.85% | 54.97%-40.1pp | 29.42%-14.6pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $3,004 | $2,362+27.2% | $3,023-0.6% | $2,625+14.5% |
| Participant deferral / active EE | $7,663 | $4,416+73.5% | $5,054+51.6% | $4,348+76.2% |
| Admin fee / account holder | $426 | $2,002-78.7% | $9,455-95.5% | $1,944-78.1% |