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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $41,549 |
BOKF, NA5 years Filed as: BOK FINANICAL ASSET MANAGEMENT Service code 27 440 LOUISIANA ST. SUITE 2500 · HOUSTON, TX 77002 | Advisory (Plan) | $14,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,028 | $81,474+42.4% | $133,971-13.4% | $73,493+57.9% |
| Participation rate | 61.0% | 76.4%-15.4pp | 79.8%-18.9pp | 70.7%-9.7pp |
| Annual return | 17.18% | 19.40%-2.2pp | 45.09%-27.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $620 | $2,209-71.9% | $3,919-84.2% | $2,270-72.7% |
| Participant deferral / active EE | $3,869 | $3,786+2.2% | $5,047-23.3% | $3,740+3.4% |
| Admin fee / account holder | $322 | $713-54.9% | $8,929-96.4% | $513-37.3% |