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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CONSULTING GROUP Service code 16 · EIN 27-2037969 | Consulting | $42,500 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $40,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $457,345 | $54,690+736.2% | $76,030+501.5% | $74,478+514.1% |
| Participation rate | 99.5% | 60.3%+39.1pp | 69.1%+30.4pp | 67.2%+32.2pp |
| Annual return | 13.55% | 31.92%-18.4pp | 361.54%-348.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $9,215 | $1,781+417.4% | $2,688+242.9% | $2,626+250.9% |
| Participant deferral / active EE | $16,158 | $3,070+426.3% | $4,257+279.5% | $4,350+271.4% |
| Admin fee / account holder | $367 | $2,240-83.6% | $6,421-94.3% | $1,946-81.2% |