Filed March 10, 2026
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| Provider | Service type | Compensation |
|---|---|---|
FCG INVESTMENT COMPANY4 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $123,843 |
NEWPORT GROUP, INC.2 years Service code 64 · EIN 27-2037969 | Recordkeeping Fees | $48,620 |
FINANCIAL CONSULTING GROUP2 years Service code 13 · EIN 62-1657685 | Contract Administrator | $2,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,797 | $101,672+124.1% | $147,117+54.8% | $74,478+205.9% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.45% | 8757.83%-8743.4pp | 420.54%-406.1pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $5,692 | $3,813+49.3% | $4,932+15.4% | $2,626+116.7% |
| Participant deferral / active EE | $11,434 | $7,305+56.5% | $8,065+41.8% | $4,350+162.8% |
| Admin fee / account holder | $872 | $1,753-50.3% | $12,993-93.3% | $1,946-55.2% |