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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 14323 S. OUTER 40 DRIVE, SUITE 210 · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $35,806 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $17,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,336 | $42,546+25.4% | $71,796-25.7% | $55,167-3.3% |
| Participation rate | 64.1% | 59.1%+5.0pp | 69.1%-5.0pp | 69.0%-4.9pp |
| Annual return | 4.87% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $717 | $803-10.7% | $1,924-62.7% | $1,963-63.5% |
| Participant deferral / active EE | $2,017 | $2,064-2.3% | $2,794-27.8% | $3,054-34.0% |
| Admin fee / account holder | $404 | $650-37.8% | $4,815-91.6% | $504-19.8% |