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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: DELLA PAROLA CAPITAL RESEARCH LLC Service code 27 WEST OAK DRIVE 7TH FLOOR · FORT COLLINS, CO 80521 | Advisory (Plan) | $131,469 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $37,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,166 | $107,378-74.7% | $108,582-75.0% | $57,658-52.9% |
| Participation rate | 93.9% | 77.1%+16.8pp | 79.6%+14.4pp | 70.2%+23.7pp |
| Annual return | 6.18% | 12.80%-6.6pp | -51.70%+57.9pp | 5.13%+1.1pp |
| Employer contribution / active EE | $531 | $1,782-70.2% | $3,758-85.9% | $1,974-73.1% |
| Participant deferral / active EE | $2,506 | $3,221-22.2% | $4,311-41.9% | $3,061-18.1% |
| Admin fee / account holder | $354 | $108+226.1% | $7,645-95.4% | $95+274.2% |