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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $35,878 |
NEWPORT GROUP, INC.9 years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $10,574 |
NEWPORT GROUP, INC.9 years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $3,872 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,387 | $122,063-43.2% | $184,256-62.3% | $74,478-6.8% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+32.0pp |
| Annual return | 13.39% | 19.92%-6.5pp | 28.85%-15.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,635 | $4,539-64.0% | $6,427-74.6% | $2,626-37.7% |
| Participant deferral / active EE | $3,713 | $7,144-48.0% | $9,133-59.3% | $4,350-14.7% |
| Admin fee / account holder | $332 | $1,253-73.5% | $13,899-97.6% | $1,946-82.9% |