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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY2+ years Service code 28 · EIN 88-0228985 | Investment Management | $20,077 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 18 · EIN 62-1868111 | Custodial (other than securities); Ac... | $16,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,490 | $50,637-10.2% | $86,582-47.5% | $62,293-27.0% |
| Participation rate | 46.3% | 67.9%-21.6pp | 73.5%-27.3pp | 69.5%-23.2pp |
| Annual return | 12.46% | 20.80%-8.3pp | 965.08%-952.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,924 | $2,075-7.3% | $2,839-32.3% | $2,042-5.8% |
| Participant deferral / active EE | $532 | $2,611-79.6% | $3,609-85.3% | $3,169-83.2% |
| Admin fee / account holder | $473 | $413+14.5% | $4,904-90.4% | $479-1.3% |