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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $57,614 |
RVK, INC.7+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $13,796 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,854 | $73,638+119.8% | $108,405+49.3% | $79,389+103.9% |
| Participation rate | 66.1% | 77.4%-11.3pp | 80.1%-14.1pp | 70.7%-4.6pp |
| Annual return | 14.33% | 33.27%-18.9pp | 905.55%-891.2pp | 116.89%-102.6pp |
| Employer contribution / active EE | $931 | $2,397-61.1% | $3,559-73.8% | $2,428-61.6% |
| Participant deferral / active EE | $2,945 | $6,218-52.6% | $6,563-55.1% | $4,046-27.2% |
| Admin fee / account holder | $452 | $638-29.2% | $7,297-93.8% | $626-27.8% |