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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MITCHELL, MCLEOD, PUGH & WILLIAMS, Service code 26 · EIN 20-3706574 | Advisory (Participants) | $52,249 |
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,928 |
Filed as: RAYMOND JAMES ASSOCIATES INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $24,781 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $19,938 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 26 · EIN 63-1229657 | Advisory (Participants) | $9,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,349 | $47,135+373.8% | $149,717+49.2% | $74,440+200.0% |
| Participation rate | 87.6% | 63.4%+24.2pp | 78.8%+8.8pp | 70.7%+16.9pp |
| Annual return | 23.52% | 22.75%+0.8pp | 134.41%-110.9pp | 34.37%-10.8pp |
| Employer contribution / active EE | $6,106 | $1,906+220.4% | $4,820+26.7% | $2,638+131.5% |
| Participant deferral / active EE | $3,548 | $2,728+30.1% | $5,682-37.5% | $4,529-21.6% |
| Admin fee / account holder | $439 | $343+28.1% | $13,213-96.7% | $348+26.2% |