Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $49,274 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $31,199 |
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,901 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMAPNY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,911 |
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 | $55,327 | $89,465-38.2% | $165,100-66.5% | $77,762-28.9% |
| Participation rate | 87.9% | 78.6%+9.2pp | 78.6%+9.3pp | 70.6%+17.3pp |
| Annual return | 11.96% | 28.86%-16.9pp | 70.21%-58.3pp | 31.27%-19.3pp |
| Employer contribution / active EE | $2,982 | $2,565+16.3% | $4,348-31.4% | $2,728+9.3% |
| Participant deferral / active EE | $4,463 | $4,904-9.0% | $6,035-26.0% | $4,651-4.0% |
| Admin fee / account holder | $306 | $340-9.9% | $12,696-97.6% | $433-29.3% |