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| Provider | Service type | Compensation |
|---|---|---|
RVK, INC.1 year Filed as: RV KUHNS AND ASSOCIATES, INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $16,365 |
NEWPORT GROUP, INC.8+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,452 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,886 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,043 |
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 | $214,918 | $91,525+134.8% | $130,026+65.3% | $75,181+185.9% |
| Participation rate | 89.4% | 71.4%+17.9pp | 78.5%+10.9pp | 67.2%+22.2pp |
| Annual return | 6.99% | -631.40%+638.4pp | -137.26%+144.3pp | 160.69%-153.7pp |
| Employer contribution / active EE | $10,628 | $2,844+273.7% | $4,321+145.9% | $2,671+298.0% |
| Participant deferral / active EE | $8,974 | $4,342+106.7% | $5,821+54.2% | $4,126+117.5% |
| Admin fee / account holder | $383 | $6,778-94.3% | $10,608-96.4% | $5,650-93.2% |