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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $43,069 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 27 1125 SOUTH 103RD STREET · OMAHA, NC 68124 | Advisory (Plan) | $30,066 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 42-1462849 | Accounting | $3,450 |
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 | $59,626 | $79,223-24.7% | $102,460-41.8% | $74,478-19.9% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 12.93% | 54.98%-42.0pp | 29.47%-16.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,563 | $2,363-33.9% | $3,025-48.3% | $2,626-40.5% |
| Participant deferral / active EE | $4,847 | $4,417+9.7% | $5,056-4.1% | $4,350+11.4% |
| Admin fee / account holder | $367 | $2,003-81.7% | $9,460-96.1% | $1,946-81.1% |