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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $37,429 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 2435 N. CENTRAL, # 1020 · RICHARDSON, TX 75080 | Advisory (Plan) | $9,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING Service code 28 PO BOX 55848 · BOSTON, MA 02205 | Investment Management | $7,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,822 | $101,672+71.0% | $147,117+18.2% | $74,478+133.4% |
| Participation rate | 97.6% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 13.72% | 8757.83%-8744.1pp | 420.54%-406.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $5,711 | $3,813+49.8% | $4,932+15.8% | $2,626+117.4% |
| Participant deferral / active EE | $9,940 | $7,305+36.1% | $8,065+23.3% | $4,350+128.5% |
| Admin fee / account holder | $379 | $1,753-78.4% | $12,993-97.1% | $1,946-80.5% |