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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 P.O. BOX 536850 · ATLANTA, GA 303536850 | Investment Management | $135,232 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (di... | $134,651 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $83,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,645 | $82,163+342.6% | $125,363+190.1% | $64,814+461.1% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.8pp | 71.5%+22.7pp |
| Annual return | -16.83% | 3.49%-20.3pp | 572.15%-589.0pp | 32.84%-49.7pp |
| Employer contribution / active EE | $12,600 | $3,616+248.4% | $4,815+161.7% | $2,507+402.7% |
| Participant deferral / active EE | $12,329 | $7,175+71.8% | $7,447+65.6% | $4,310+186.0% |
| Admin fee / account holder | $407 | $163+149.1% | $10,005-95.9% | $188+116.5% |