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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,345 | $54,517+738.9% | $75,972+502.0% | $74,495+513.9% |
| Participation rate | 99.5% | 60.3%+39.1pp | 69.1%+30.4pp | 67.2%+32.3pp |
| Annual return | 13.55% | 31.82%-18.3pp | 359.55%-346.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $9,215 | $1,777+418.5% | $2,685+243.2% | $2,623+251.3% |
| Participant deferral / active EE | $16,158 | $3,066+427.1% | $4,255+279.7% | $4,346+271.8% |
| Admin fee / account holder | $367 | $2,229-83.5% | $6,467-94.3% | $1,942-81.1% |