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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,980 |
Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,888 | $61,391-28.5% | $149,723-70.7% | $71,529-38.6% |
| Participation rate | 67.3% | 62.5%+4.8pp | 78.8%-11.5pp | 67.9%-0.7pp |
| Annual return | 12.97% | 35.88%-22.9pp | 134.50%-121.5pp | 28.97%-16.0pp |
| Employer contribution / active EE | $1,421 | $2,384-40.4% | $4,821-70.5% | $2,590-45.1% |
| Participant deferral / active EE | $2,193 | $2,921-24.9% | $5,682-61.4% | $4,291-48.9% |
| Admin fee / account holder | $231 | $1,264-81.7% | $13,215-98.3% | $1,588-85.5% |