Filed February 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY CAPITAL MANAGEMENT10+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $299,115 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $106,960 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $45,676 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,990 | $53,199+101.1% | $155,567-31.2% | $199,768-46.4% |
| Participation rate | 91.2% | 64.1%+27.0pp | 78.2%+13.0pp | 72.0%+19.1pp |
| Annual return | 12.10% | 41.17%-29.1pp | 64.74%-52.6pp | 34.26%-22.2pp |
| Employer contribution / active EE | $2,743 | $1,852+48.1% | $4,674-41.3% | $3,037-9.7% |
| Participant deferral / active EE | $5,383 | $3,163+70.2% | $5,628-4.4% | $5,090+5.8% |
| Admin fee / account holder | $329 | $186+77.1% | $15,916-97.9% | $269+22.1% |