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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $61,033 |
Service code 26 3930 E RAY ROAD STE 170 · PHOENIX, AZ 85044 | Advisory (Participants) | $35,959 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $31,255 |
Filed as: MASSACHUSETT MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $25,837 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON EIN 75-2401150 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS EIN 52-0792143 Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,775 | $124,414-77.7% | $115,167-75.9% | $67,582-58.9% |
| Participation rate | 71.8% | 58.1%+13.7pp | 75.9%-4.1pp | 71.3%+0.5pp |
| Annual return | 18.75% | 29.40%-10.6pp | 35.60%-16.9pp | 378.57%-359.8pp |
| Employer contribution / active EE | $410 | $1,454-71.8% | $3,179-87.1% | $2,148-80.9% |
| Participant deferral / active EE | $1,321 | $2,331-43.3% | $4,169-68.3% | $3,539-62.7% |
| Admin fee / account holder | $346 | $361-4.4% | $7,089-95.1% | $142+142.9% |