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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEBSTERROGERS FINANCIAL ADVISOR LLC Service code 26 1411 SECOND LOOP ROAD · FLORENCE, SC 29505 | Advisory (Participants) | $22,331 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $12,583 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,323 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,488 | $81,358+104.6% | $155,556+7.0% | $80,959+105.6% |
| Participation rate | 89.6% | 66.3%+23.3pp | 78.2%+11.4pp | 67.7%+21.9pp |
| Annual return | 2.98% | 33.39%-30.4pp | 64.84%-61.9pp | 35.67%-32.7pp |
| Employer contribution / active EE | $6,838 | $3,106+120.1% | $4,675+46.3% | $2,757+148.0% |
| Participant deferral / active EE | $4,819 | $3,455+39.5% | $5,631-14.4% | $4,300+12.1% |
| Admin fee / account holder | $19,092 | $7,994+138.8% | $15,885+20.2% | $6,925+175.7% |