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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: GREGORY J. SCHWARTZ & COMPANY Service code 27 · EIN 38-2117812 | Advisory (Plan) | $33,310 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $110,988 | $79,438+39.7% | $106,551+4.2% | $79,393+39.8% |
| Participation rate | 46.4% | 74.2%-27.7pp | 76.1%-29.7pp | 70.7%-24.3pp |
| Annual return | 12.20% | 18.27%-6.1pp | 26.80%-14.6pp | 116.87%-104.7pp |
| Employer contribution / active EE | $476 | $2,235-78.7% | $2,819-83.1% | $2,428-80.4% |
| Participant deferral / active EE | $2,347 | $3,824-38.6% | $4,398-46.6% | $4,046-42.0% |
| Admin fee / account holder | $678 | $523+29.6% | $7,408-90.9% | $627+8.2% |