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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $26,586 |
BOKF, NA7 years Filed as: BOK FINANICAL ASSET MANAGEMENT Service code 27 440 LOUISIANA ST. · HOUSTON, TX 77002 | Advisory (Plan) | $13,760 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $8,863 |
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.
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 | $94,700 | $86,655+9.3% | $119,608-20.8% | $66,930+41.5% |
| Participation rate | 62.7% | 75.6%-12.9pp | 79.3%-16.6pp | 69.8%-7.1pp |
| Annual return | -16.03% | -8.00%-8.0pp | -14.98%-1.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $681 | $2,536-73.1% | $4,232-83.9% | $2,545-73.2% |
| Participant deferral / active EE | $4,160 | $4,358-4.5% | $5,601-25.7% | $4,238-1.8% |
| Admin fee / account holder | $295 | $755-61.0% | $10,326-97.1% | $593-50.3% |