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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 1250 CAPITAL OF TEXAS HWY. · AUSTIN, TX 78746 | Advisory (Plan) | $26,047 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,526 |
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 | $81,506 | $77,817+4.7% | $123,553-34.0% | $64,173+27.0% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -6.68% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,305 | $3,014+9.7% | $4,628-28.6% | $2,381+38.8% |
| Participant deferral / active EE | $6,982 | $5,240+33.2% | $6,426+8.7% | $3,470+101.2% |
| Admin fee / account holder | $359 | $5,519-93.5% | $9,284-96.1% | $4,887-92.6% |