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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,840 |
BCC ADVISORS2+ years Filed as: BCC Service code 34 · EIN 42-1322961 | Valuation (appraisals, etc.) | $15,659 |
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 | $95,901 | $87,834+9.2% | $133,975-28.4% | $62,881+52.5% |
| Participation rate | 97.8% | 83.4%+14.4pp | 87.1%+10.7pp | 69.3%+28.5pp |
| Annual return | 14.80% | 12.05%+2.7pp | 29.29%-14.5pp | 20.14%-5.3pp |
| Employer contribution / active EE | $2,961 | $3,482-15.0% | $5,211-43.2% | $2,281+29.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $374 | $5,372-93.0% | $9,324-96.0% | $4,296-91.3% |