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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J. SCHWARTZ & COMPANY Service code 27 · EIN 38-2117812 | Advisory (Plan) | $32,370 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,881 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,293 | $65,435+42.6% | $86,677+7.6% | $66,914+39.4% |
| Participation rate | 48.7% | 75.5%-26.8pp | 76.6%-27.9pp | 69.8%-21.1pp |
| Annual return | -15.59% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $512 | $2,153-76.2% | $2,836-81.9% | $2,544-79.9% |
| Participant deferral / active EE | $2,416 | $4,100-41.1% | $4,656-48.1% | $4,237-43.0% |
| Admin fee / account holder | $624 | $642-2.8% | $7,493-91.7% | $593+5.1% |