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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $62,552 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,652 | $81,301-56.1% | $76,030-53.1% | $200,096-82.2% |
| Participation rate | 97.6% | 70.1%+27.5pp | 69.1%+28.5pp | 72.0%+25.5pp |
| Annual return | -19.13% | 16.31%-35.4pp | 361.54%-380.7pp | 34.26%-53.4pp |
| Employer contribution / active EE | $1,397 | $3,352-58.3% | $2,688-48.0% | $3,038-54.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $47 | $145-67.6% | $6,421-99.3% | $269-82.6% |