Filed September 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
OAKBOURNE ADVISORS4 years Service code 72 · EIN 13-4264898 1605 COUNTRY ROAD 51 · HACKETTSTOWN, NJ 07840 | Other investment fees and expenses | $40,800 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-4411131 | Contract Administrator | $19,880 |
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 | $72,415 | $101,591-28.7% | $147,096-50.8% | $74,429-2.7% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.2%-9.7pp | 67.2%+5.2pp |
| Annual return | 23.28% | 8746.45%-8723.2pp | 419.75%-396.5pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $2,982 | $3,813-21.8% | $4,936-39.6% | $2,625+13.6% |
| Participant deferral / active EE | $5,132 | $7,302-29.7% | $8,071-36.4% | $4,348+18.0% |
| Admin fee / account holder | $371 | $1,750-78.8% | $13,005-97.1% | $1,944-80.9% |