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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $25,645 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $21,707 |
Service code 64 8515 EAST OXFORD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,369 | $81,494+13.3% | $133,978-31.1% | $73,497+25.7% |
| Participation rate | 92.2% | 76.4%+15.8pp | 79.8%+12.3pp | 70.7%+21.5pp |
| Annual return | 16.06% | 19.40%-3.3pp | 45.10%-29.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,306 | $2,210+4.3% | $3,919-41.2% | $2,270+1.6% |
| Participant deferral / active EE | $1,660 | $3,787-56.2% | $5,047-67.1% | $3,740-55.6% |
| Admin fee / account holder | $342 | $713-52.1% | $8,930-96.2% | $513-33.4% |