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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 26 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Advisory (Participants) | $66,411 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 717 N HARWOOD ST. SUITE 2500 · DALLAS, TX 75201 | Advisory (Plan) | $22,492 |
MILBERN RAY AND COMPANY2 years Filed as: MILBERN RAY & COMPANY LLP Service code 10 · EIN 75-1793612 4831 MERLOT AVENUE #320 · GRAPEVINE, TX 76051 | Accounting | $15,670 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 26 · EIN 82-3967259 PO BOX 81687 · AUSTIN, TX 78708 | Advisory (Participants) | $604 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 49 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,469 | $65,453-79.4% | $86,691-84.5% | $66,930-79.9% |
| Participation rate | 76.1% | 75.5%+0.6pp | 76.6%-0.5pp | 69.8%+6.3pp |
| Annual return | -18.03% | -10.89%-7.1pp | 35.94%-54.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $1,812 | $2,154-15.9% | $2,837-36.1% | $2,545-28.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $303 | $642-52.8% | $7,492-96.0% | $593-48.9% |