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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA FIN SPECIALIST Service code 26 200 N MARTINGALE RD · SCHAUMBURG, IL 60173 | Advisory (Participants) | $63,885 |
NEWPORT GROUP, INC.1 year Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $19,592 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,515 | $30,421+10.2% | $56,077-40.2% | $74,429-55.0% |
| Participation rate | 98.4% | 32.9%+65.5pp | 52.5%+45.9pp | 67.2%+31.2pp |
| Annual return | 9.73% | 24.94%-15.2pp | 1709.28%-1699.6pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $1,911 | $610+213.5% | $1,040+83.7% | $2,625-27.2% |
| Participant deferral / active EE | $2,200 | $1,175+87.2% | $1,954+12.6% | $4,348-49.4% |
| Admin fee / account holder | $316 | $2,363-86.6% | $2,825-88.8% | $1,944-83.7% |