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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEW PORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $33,185 |
Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 15 · EIN 27-3188744 | Recordkeeping | $11,781 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,552 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,332 | $59,006+63.3% | $97,295-1.0% | $74,478+29.3% |
| Participation rate | 56.1% | 63.7%-7.6pp | 72.7%-16.6pp | 67.2%-11.1pp |
| Annual return | 10.89% | 16.04%-5.2pp | 75.62%-64.7pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $2,114 | $1,894+11.6% | $2,723-22.4% | $2,626-19.5% |
| Participant deferral / active EE | $4,073 | $3,671+11.0% | $4,264-4.5% | $4,350-6.4% |
| Admin fee / account holder | $488 | $1,974-75.3% | $5,646-91.4% | $1,946-74.9% |