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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,360 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,995 | $86,655-61.9% | $119,622-72.4% | $66,938-50.7% |
| Participation rate | 59.5% | 75.6%-16.0pp | 79.3%-19.7pp | 69.8%-10.3pp |
| Annual return | -15.99% | -8.00%-8.0pp | -14.98%-1.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,379 | $4,358-22.5% | $5,601-39.7% | $4,238-20.3% |
| Admin fee / account holder | $356 | $755-52.9% | $10,328-96.6% | $594-40.1% |