Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $40,163 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 27 1125 SOUTH 103RD STREET · OMAHA, NE 68124 | Advisory (Plan) | $29,135 |
LWBJ, LLP1 year Filed as: LWBJ Service code 10 · EIN 42-1462849 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,442 | $60,165-41.1% | $74,184-52.2% | $55,167-35.8% |
| Participation rate | 93.6% | 74.2%+19.5pp | 76.6%+17.0pp | 69.0%+24.6pp |
| Annual return | 9.01% | 10.00%-1.0pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,724 | $1,600+7.7% | $2,370-27.3% | $1,963-12.2% |
| Participant deferral / active EE | $4,822 | $2,973+62.2% | $3,550+35.8% | $3,054+57.9% |
| Admin fee / account holder | $322 | $419-23.1% | $5,586-94.2% | $504-36.1% |