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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MITCHELL, MCLEOD, PUGH & WILLIAMS Service code 26 · EIN 20-3706574 | Advisory (Participants) | $53,250 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,956 |
Filed as: RAYMOND JAMES ASSOCIATES INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $23,814 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $22,497 |
WAVERLY ADVISORS, LLC2 years Filed as: WAVERLY ADVISORS LLC Service code 26 · EIN 63-1229657 | Advisory (Participants) | $10,434 |
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 | $272,066 | $50,860+434.9% | $155,574+74.9% | $77,714+250.1% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 21.21% | 34.86%-13.7pp | 64.87%-43.7pp | 31.26%-10.0pp |
| Employer contribution / active EE | $6,696 | $1,991+236.4% | $4,676+43.2% | $2,727+145.6% |
| Participant deferral / active EE | $3,903 | $2,825+38.2% | $5,629-30.7% | $4,649-16.0% |
| Admin fee / account holder | $470 | $436+7.8% | $15,914-97.0% | $433+8.6% |