Filed October 23, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $40,155 |
SULLIVAN FINANCIAL LLC3+ years Filed as: SULLIVAN FINANCIAL, LLC Service code 27 P.O. BOX 306 · SOUTH GLASTONBURY, CT 06073 | Advisory (Plan) | $19,885 |
SYMMETRY PARTNERS, LLC3+ years Service code 27 628 HEBRON AVE., BLDG 2 · GLASTONBURG, CT 06033 | Advisory (Plan) | $16,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,131 | $48,064-22.7% | $78,778-52.9% | $69,631-46.7% |
| Participation rate | 40.2% | 61.6%-21.3pp | 69.2%-29.0pp | 70.7%-30.5pp |
| Annual return | 13.82% | 21.81%-8.0pp | 35.62%-21.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $164 | $744-78.0% | $1,986-91.8% | $2,032-91.9% |
| Participant deferral / active EE | $1,945 | $2,079-6.4% | $2,958-34.2% | $3,224-39.7% |
| Admin fee / account holder | $268 | $152+76.1% | $5,134-94.8% | $110+142.4% |