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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $159,454 |
ASCENSUS LLC6+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $114,665 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $15,773 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $5,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,802 | $99,957+282.0% | $149,745+155.0% | $73,497+419.5% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.5%+13.5pp | 70.7%+25.3pp |
| Annual return | 15.36% | 53.87%-38.5pp | 276.72%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $11,683 | $3,191+266.1% | $4,646+151.5% | $2,270+414.7% |
| Participant deferral / active EE | $9,481 | $6,073+56.1% | $6,843+38.6% | $3,740+153.5% |
| Admin fee / account holder | $1,260 | $551+128.9% | $9,312-86.5% | $513+145.6% |