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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK2 years Filed as: TRI STAR TRUST BANK Service code 27 · EIN 38-3563619 | Advisory (Plan) | $35,306 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,053 |
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 | $58,381 | $79,181-26.3% | $102,423-43.0% | $74,429-21.6% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 16.40% | 54.97%-38.6pp | 29.42%-13.0pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $2,217 | $2,362-6.1% | $3,023-26.7% | $2,625-15.5% |
| Participant deferral / active EE | $5,147 | $4,416+16.5% | $5,054+1.8% | $4,348+18.4% |
| Admin fee / account holder | $403 | $2,002-79.9% | $9,455-95.7% | $1,944-79.3% |