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| Provider | Service type | Compensation |
|---|---|---|
DARRELL & KING2+ years Service code 27 · EIN 45-4627181 | Advisory (Plan) | $76,493 |
GROSSBERG COMPANY, LLP2+ years Service code 10 · EIN 52-0807134 | Accounting | $20,000 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $9,816 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $4,340 |
Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $410 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,403 | $63,924+33.6% | $108,582-21.3% | $55,167+54.8% |
| Participation rate | 93.2% | 74.3%+18.9pp | 79.6%+13.6pp | 69.0%+24.2pp |
| Annual return | 6.94% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,396 | $1,879-25.7% | $3,758-62.9% | $1,963-28.9% |
| Participant deferral / active EE | $1,017 | $3,067-66.8% | $4,311-76.4% | $3,054-66.7% |
| Admin fee / account holder | $754 | $618+22.1% | $7,645-90.1% | $504+49.7% |