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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES3 years Service code 26 8182 MARYLAND AVE · ST.LOUIS, MO 63105 | Advisory (Participants) | $50,743 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,186 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,819 | $82,979-29.1% | $102,412-42.6% | $77,736-24.3% |
| Participation rate | 48.0% | 71.5%-23.5pp | 74.5%-26.5pp | 70.6%-22.6pp |
| Annual return | 10.94% | 19.11%-8.2pp | 24.94%-14.0pp | 31.26%-20.3pp |
| Employer contribution / active EE | $997 | $3,554-71.9% | $3,870-74.2% | $2,728-63.4% |
| Participant deferral / active EE | $2,946 | $4,109-28.3% | $5,060-41.8% | $4,651-36.7% |
| Admin fee / account holder | $381 | $639-40.3% | $8,388-95.5% | $433-12.1% |