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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC. Service code 27 · EIN 20-4649925 | Advisory (Plan) | $91,830 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER · PRINCETON, NJ 08540 | Accounting | $22,773 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $18,982 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $437,610 | $91,474+378.4% | $135,982+221.8% | $71,529+511.8% |
| Participation rate | 97.1% | 75.7%+21.4pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | -7.49% | 29.89%-37.4pp | 68.32%-75.8pp | 28.97%-36.5pp |
| Employer contribution / active EE | $10,370 | $3,705+179.9% | $4,859+113.4% | $2,590+300.4% |
| Participant deferral / active EE | $11,171 | $7,095+57.5% | $7,760+44.0% | $4,291+160.3% |
| Admin fee / account holder | $727 | $1,267-42.6% | $10,767-93.2% | $1,588-54.2% |