Filed September 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
OAKBOURNE ADVISORS2 years Service code 72 · EIN 13-4264898 1605 COUNTRY ROAD 51 · HACKETTSTOWN, NJ 07840 | Other investment fees and expenses | $23,007 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-4411131 | Contract Administrator | $11,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,296 | $84,487-42.8% | $125,358-61.5% | $66,923-27.8% |
| Participation rate | 67.1% | 76.4%-9.3pp | 82.4%-15.3pp | 69.8%-2.7pp |
| Annual return | -17.71% | -8.39%-9.3pp | 572.03%-589.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,489 | $3,553-30.0% | $4,814-48.3% | $2,545-2.2% |
| Participant deferral / active EE | $4,516 | $6,781-33.4% | $7,447-39.4% | $4,237+6.6% |
| Admin fee / account holder | $268 | $685-60.9% | $10,007-97.3% | $593-54.8% |