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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK9+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $57,703 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,624 |
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 | $101,134 | $76,107+32.9% | $96,576+4.7% | $71,495+41.5% |
| Participation rate | 98.9% | 74.4%+24.5pp | 76.0%+23.0pp | 67.9%+31.0pp |
| Annual return | 17.24% | 22.81%-5.6pp | 25.87%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,940 | $2,247+30.8% | $2,965-0.8% | $2,589+13.5% |
| Participant deferral / active EE | $7,485 | $4,218+77.4% | $4,851+54.3% | $4,291+74.4% |
| Admin fee / account holder | $369 | $2,708-86.4% | $8,253-95.5% | $1,588-76.8% |