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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 54-2005153 | Investment Management | $84,490 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $33,792 |
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 | $93,443 | $98,982-5.6% | $162,185-42.4% | $65,186+43.3% |
| Participation rate | 91.8% | 85.8%+6.0pp | 87.6%+4.2pp | 70.2%+21.6pp |
| Annual return | 21.06% | 24.84%-3.8pp | 115.61%-94.5pp | 29.39%-8.3pp |
| Employer contribution / active EE | $5,953 | $3,467+71.7% | $5,613+6.1% | $2,177+173.5% |
| Participant deferral / active EE | $4,878 | $5,384-9.4% | $7,297-33.2% | $3,514+38.8% |
| Admin fee / account holder | $458 | $596-23.1% | $10,844-95.8% | $847-45.9% |