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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 1250 CAPITAL OF TEXAS HWY. · AUSTIN, TX 78746 | Advisory (Plan) | $22,872 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,459 |
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 | $87,267 | $67,602+29.1% | $82,312+6.0% | $70,126+24.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 15.12% | 21.57%-6.4pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,209 | $1,755+82.9% | $2,428+32.2% | $2,343+37.0% |
| Participant deferral / active EE | $7,430 | $2,987+148.7% | $3,706+100.5% | $3,332+123.0% |
| Admin fee / account holder | $344 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |