Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $43,527 |
RVK, INC.6+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $20,091 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,560 | $66,813+104.4% | $100,535+35.8% | $73,497+85.8% |
| Participation rate | 61.3% | 77.5%-16.2pp | 79.4%-18.1pp | 70.7%-9.4pp |
| Annual return | 12.78% | 25.70%-12.9pp | 30.90%-18.1pp | 28.51%-15.7pp |
| Employer contribution / active EE | $807 | $2,147-62.4% | $3,419-76.4% | $2,270-64.5% |
| Participant deferral / active EE | $2,371 | $5,883-59.7% | $6,271-62.2% | $3,740-36.6% |
| Admin fee / account holder | $383 | $512-25.2% | $8,085-95.3% | $513-25.3% |