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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,384 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,945 | $93,182-58.2% | $146,643-73.4% | $79,391-50.9% |
| Participation rate | 66.9% | 76.4%-9.6pp | 80.1%-13.2pp | 70.7%-3.8pp |
| Annual return | 17.95% | 21.61%-3.7pp | 22.75%-4.8pp | 116.88%-98.9pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,644 | $4,169-12.6% | $5,506-33.8% | $4,046-9.9% |
| Admin fee / account holder | $348 | $585-40.5% | $10,280-96.6% | $627-44.4% |