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| 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 | $89,435+39.1% | $164,975-24.6% | $77,714+60.0% |
| Participation rate | 56.3% | 78.6%-22.3pp | 78.6%-22.3pp | 70.6%-14.3pp |
| Annual return | 9.49% | 28.82%-19.3pp | 70.12%-60.6pp | 31.26%-21.8pp |
| Employer contribution / active EE | $803 | $2,563-68.7% | $4,343-81.5% | $2,727-70.6% |
| Participant deferral / active EE | $4,874 | $4,901-0.5% | $6,033-19.2% | $4,649+4.8% |
| Admin fee / account holder | $340 | $340+0.1% | $12,688-97.3% | $433-21.5% |