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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 P.O. BOX 536850 · ATLANTA, GA 303536850 | Investment Management | $135,591 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Account maintenan... | $129,584 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $86,081 |
GREERWALKER LLP8 years Service code 10 · EIN 56-1434747 | Accounting | $19,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $419,128 | $95,438+339.2% | $135,998+208.2% | $74,478+462.8% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.9pp | 70.7%+23.1pp |
| Annual return | 16.76% | 32.61%-15.8pp | 68.37%-51.6pp | 34.37%-17.6pp |
| Employer contribution / active EE | $12,889 | $3,878+232.4% | $4,860+165.2% | $2,637+388.8% |
| Participant deferral / active EE | $13,124 | $7,790+68.5% | $7,761+69.1% | $4,530+189.7% |
| Admin fee / account holder | $426 | $259+64.6% | $10,769-96.0% | $347+22.8% |