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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK8+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $52,920 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,334 |
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 | $87,311 | $65,453+33.4% | $86,698+0.7% | $66,938+30.4% |
| Participation rate | 98.7% | 75.5%+23.3pp | 76.6%+22.1pp | 69.8%+28.9pp |
| Annual return | -16.26% | -10.89%-5.4pp | 35.95%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,702 | $2,154+25.4% | $2,837-4.8% | $2,545+6.2% |
| Participant deferral / active EE | $6,815 | $4,102+66.1% | $4,656+46.4% | $4,238+60.8% |
| Admin fee / account holder | $428 | $642-33.3% | $7,493-94.3% | $594-27.8% |