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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 | $78,690-33.9% | $161,489-67.8% | $87,485-40.5% |
| Participation rate | 95.3% | 67.5%+27.9pp | 78.7%+16.7pp | 68.9%+26.4pp |
| Annual return | 13.94% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,681 | $2,588-35.1% | $4,268-60.6% | $2,596-35.3% |
| Participant deferral / active EE | $2,803 | $3,311-15.3% | $5,630-50.2% | $4,274-34.4% |
| Admin fee / account holder | $176 | $6,724-97.4% | $16,006-98.9% | $7,775-97.7% |