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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,674 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $19,452 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $13,050 |
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 | $77,824 | $79,209-1.7% | $102,434-24.0% | $74,459+4.5% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 11.14% | 54.98%-43.8pp | 29.46%-18.3pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $1,982 | $2,362-16.1% | $3,023-34.4% | $2,626-24.5% |
| Participant deferral / active EE | $5,215 | $4,417+18.1% | $5,055+3.2% | $4,350+19.9% |
| Admin fee / account holder | $352 | $2,002-82.4% | $9,462-96.3% | $1,945-81.9% |