Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,071 |
BOKF, NA1 year Filed as: BOKF NA Service code 27 ONE WILLIAMS CTR · TULSA, OK 74172 | Advisory (Plan) | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,373 | $89,465+39.0% | $164,866-24.6% | $77,671+60.1% |
| Participation rate | 56.3% | 78.6%-22.3pp | 78.6%-22.3pp | 70.6%-14.3pp |
| Annual return | 9.49% | 28.81%-19.3pp | 69.97%-60.5pp | 31.21%-21.7pp |
| Employer contribution / active EE | $803 | $2,568-68.7% | $4,343-81.5% | $2,726-70.6% |
| Participant deferral / active EE | $4,874 | $4,897-0.5% | $6,033-19.2% | $4,648+4.9% |
| Admin fee / account holder | $340 | $340+0.1% | $12,689-97.3% | $430-21.0% |