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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $60,330 |
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 | $46,603 | $70,115-33.5% | $70,544-33.9% | $80,157-41.9% |
| Participation rate | 90.7% | 71.7%+19.1pp | 68.4%+22.4pp | 72.9%+17.8pp |
| Annual return | 1.83% | 134.51%-132.7pp | 32.79%-31.0pp | 40.39%-38.6pp |
| Employer contribution / active EE | $1,266 | $3,021-58.1% | $2,976-57.4% | $2,977-57.5% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,568-100.0% | $5,015-100.0% |
| Admin fee / account holder | $47 | $112-58.4% | $6,427-99.3% | $145-67.8% |