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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $47,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,275 | $78,339-42.2% | $85,693-47.2% | $93,010-51.3% |
| Participation rate | 96.5% | 72.5%+24.0pp | 69.9%+26.6pp | 73.9%+22.6pp |
| Annual return | 44.82% | 21.17%+23.6pp | 21.49%+23.3pp | 158.70%-113.9pp |
| Employer contribution / active EE | $1,282 | $2,560-49.9% | $2,618-51.1% | $2,705-52.6% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,923-100.0% | $4,561-100.0% |
| Admin fee / account holder | $38 | $104-63.7% | $6,874-99.5% | $152-75.1% |