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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 | $79,223-26.3% | $102,460-43.0% | $74,478-21.6% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 16.40% | 54.98%-38.6pp | 29.47%-13.1pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $2,217 | $2,363-6.2% | $3,025-26.7% | $2,626-15.6% |
| Participant deferral / active EE | $5,147 | $4,417+16.5% | $5,056+1.8% | $4,350+18.3% |
| Admin fee / account holder | $403 | $2,003-79.9% | $9,460-95.7% | $1,946-79.3% |