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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,033 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $16,244 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 15 · EIN 04-2530412 | Recordkeeping | $10,662 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,304 | $44,059-74.3% | $71,671-84.2% | $69,631-83.8% |
| Participation rate | 99.3% | 60.8%+38.5pp | 68.7%+30.5pp | 70.7%+28.6pp |
| Annual return | 15.59% | 21.97%-6.4pp | 20.65%-5.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $475 | $1,305-63.6% | $2,460-80.7% | $2,032-76.6% |
| Participant deferral / active EE | $6 | $2,370-99.8% | $3,438-99.8% | $3,224-99.8% |
| Admin fee / account holder | $137 | $108+27.5% | $5,558-97.5% | $110+24.3% |