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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 | $54,679+736.4% | $76,119+500.8% | $74,459+514.2% |
| Participation rate | 99.5% | 60.3%+39.1pp | 69.1%+30.4pp | 67.2%+32.2pp |
| Annual return | 13.55% | 31.90%-18.3pp | 361.25%-347.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $9,215 | $1,781+417.3% | $2,693+242.2% | $2,626+251.0% |
| Participant deferral / active EE | $16,158 | $3,072+426.0% | $4,259+279.4% | $4,350+271.5% |
| Admin fee / account holder | $367 | $2,238-83.6% | $6,421-94.3% | $1,945-81.1% |