Filed February 18, 2026
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,168 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $17,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,969 | $47,634-7.7% | $90,430-51.4% | $90,274-51.3% |
| Participation rate | 35.7% | 67.5%-31.8pp | 72.7%-37.0pp | 73.4%-37.6pp |
| Annual return | 16.89% | 19.61%-2.7pp | 1293.73%-1276.8pp | 53.97%-37.1pp |
| Employer contribution / active EE | $121 | $1,749-93.1% | $3,262-96.3% | $2,523-95.2% |
| Participant deferral / active EE | $1,008 | $2,824-64.3% | $3,963-74.6% | $4,231-76.2% |
| Admin fee / account holder | $87 | $106-18.2% | $5,613-98.5% | $114-24.0% |