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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $60,652 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,400 | $63,321-33.0% | $68,808-38.4% | $77,906-45.6% |
| Participation rate | 97.5% | 71.1%+26.4pp | 69.0%+28.5pp | 73.7%+23.8pp |
| Annual return | -4.05% | -6.50%+2.4pp | -6.37%+2.3pp | 12.16%-16.2pp |
| Employer contribution / active EE | $1,335 | $2,794-52.2% | $2,656-49.7% | $2,846-53.1% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $44 | $104-58.2% | $4,936-99.1% | $133-67.1% |