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 | $101,672-28.8% | $147,117-50.8% | $74,478-2.8% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.2%-9.8pp | 67.2%+5.2pp |
| Annual return | 23.28% | 8757.83%-8734.5pp | 420.54%-397.3pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $2,982 | $3,813-21.8% | $4,932-39.5% | $2,626+13.6% |
| Participant deferral / active EE | $5,132 | $7,305-29.7% | $8,065-36.4% | $4,350+18.0% |
| Admin fee / account holder | $371 | $1,753-78.8% | $12,993-97.1% | $1,946-80.9% |