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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $24,805 |
NEWPORT GROUP, INC.7 years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $16,241 |
NEWPORT GROUP, INC.7 years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Direct payment from the plan; Claims ... | $3,307 |
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 | $57,498 | $102,661-44.0% | $151,645-62.1% | $66,949-14.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.49% | -10.81%-4.7pp | 3.34%-18.8pp | 1.57%-17.1pp |
| Employer contribution / active EE | $1,574 | $4,184-62.4% | $6,165-74.5% | $2,545-38.2% |
| Participant deferral / active EE | $3,661 | $6,645-44.9% | $8,363-56.2% | $4,239-13.6% |
| Admin fee / account holder | $329 | $630-47.9% | $11,614-97.2% | $594-44.7% |