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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $13,125 |
BCC ADVISORS3 years Filed as: BCC ADVISERS Service code 34 · EIN 42-1322961 | Valuation (appraisals, etc.) | $10,450 |
Service code 13 · EIN 13-4238973 | Contract Administrator | $8,625 |
NYEMASTER GOOD P.C.1 year Filed as: NYEMASTER GOODE Service code 29 · EIN 42-1154516 | Legal | $5,416 |
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 | $179,475 | $138,386+29.7% | $184,260-2.6% | $80,935+121.8% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 13.21% | 20.02%-6.8pp | 28.84%-15.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,627 | $4,851-25.2% | $6,427-43.6% | $2,757+31.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $406 | $10,489-96.1% | $13,898-97.1% | $6,924-94.1% |