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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RHODES SECURITIES, INC. Service code 26 FORT WORTH CLUB BUILDING · FORT WORTH, TX 76102 | Advisory (Participants) | $28,198 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,789 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,317 | $64,176+67.2% | $112,249-4.4% | $66,938+60.3% |
| Participation rate | 28.6% | 68.4%-39.9pp | 75.1%-46.5pp | 69.8%-41.2pp |
| Annual return | -17.33% | -13.80%-3.5pp | 27.48%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,038 | $3,007-65.5% | $3,636-71.5% | $2,545-59.2% |
| Participant deferral / active EE | $1,899 | $3,694-48.6% | $4,729-59.8% | $4,238-55.2% |
| Admin fee / account holder | $591 | $626-5.6% | $6,412-90.8% | $594-0.5% |