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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENWICH WEALTH MANAGEMENT Service code 26 45 EAST PUTNAM AVE, · GREENWICH, CT 06830 | Advisory (Participants) | $16,493 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,035 | $76,407-31.9% | $150,298-65.4% | $82,448-36.9% |
| Participation rate | 95.3% | 66.4%+29.0pp | 77.8%+17.6pp | 68.1%+27.3pp |
| Annual return | 13.94% | 39.99%-26.1pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,681 | $2,614-35.7% | $4,154-59.5% | $2,551-34.1% |
| Participant deferral / active EE | $2,803 | $3,214-12.8% | $5,453-48.6% | $4,139-32.3% |
| Admin fee / account holder | $176 | $6,352-97.2% | $14,116-98.8% | $7,234-97.6% |