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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 37 · EIN 27-2037969 | Loan Processing | $30,416 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 2435 N. CENTRAL, # 1020 · RICHARDSON, TX 75080 | Advisory (Plan) | $18,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP CONSULTING Service code 27 PO BOX 55848 · BOSTON, MA 02205 | Advisory (Plan) | $11,568 |
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 | $194,266 | $75,058+158.8% | $152,301+27.6% | $64,340+201.9% |
| Participation rate | 97.1% | 60.9%+36.2pp | 82.4%+14.6pp | 55.2%+41.8pp |
| Annual return | 18.85% | 29.93%-11.1pp | 80.50%-61.7pp | 24.14%-5.3pp |
| Employer contribution / active EE | $5,103 | $2,605+95.9% | $4,624+10.3% | $1,862+174.1% |
| Participant deferral / active EE | $9,478 | $5,041+88.0% | $8,004+18.4% | $2,980+218.0% |
| Admin fee / account holder | $387 | $4,050-90.4% | $14,398-97.3% | $3,703-89.5% |