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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 56-0223230 | Bank Trustee | $22,605 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,940 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,744 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,765 | $38,365+21.9% | $84,628-44.7% | $65,185-28.3% |
| Participation rate | 68.9% | 55.7%+13.2pp | 68.2%+0.6pp | 70.2%-1.3pp |
| Annual return | 14.89% | 32.00%-17.1pp | 258.80%-243.9pp | 29.38%-14.5pp |
| Employer contribution / active EE | $1,426 | $1,258+13.3% | $2,653-46.3% | $2,177-34.5% |
| Participant deferral / active EE | $1,263 | $2,278-44.6% | $3,900-67.6% | $3,514-64.1% |
| Admin fee / account holder | $322 | $451-28.7% | $4,914-93.5% | $847-62.0% |