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.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $34,028 |
BOKF, NA1 year Filed as: BOK FINANICAL ASSET MANAGEMENT Service code 27 440 LOUISIANA ST. SUITE 2500 · HOUSTON, TX 77002 | Advisory (Plan) | $14,340 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $7,900 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,774 | $63,905+40.5% | $74,184+21.0% | $57,658+55.7% |
| Participation rate | 60.1% | 79.8%-19.7pp | 76.6%-16.5pp | 70.2%-10.2pp |
| Annual return | 4.91% | 60.60%-55.7pp | 17.74%-12.8pp | 5.13%-0.2pp |
| Employer contribution / active EE | $489 | $1,840-73.4% | $2,370-79.4% | $1,974-75.2% |
| Participant deferral / active EE | $2,849 | $3,448-17.4% | $3,550-19.7% | $3,061-6.9% |
| Admin fee / account holder | $156 | $91+71.7% | $5,586-97.2% | $95+65.4% |