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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,162 |
TFO-TDC, LLC2+ years Service code 26 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Participants) | $13,635 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,797 | $73,019-59.2% | $90,766-67.2% | $68,490-56.5% |
| Participation rate | 68.8% | 70.8%-2.1pp | 75.7%-6.9pp | 67.9%+0.9pp |
| Annual return | -17.55% | -13.81%-3.7pp | -12.16%-5.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,589 | $3,626-56.2% | $4,565-65.2% | $4,028-60.6% |
| Admin fee / account holder | $575 | $5,897-90.2% | $8,446-93.2% | $5,403-89.4% |