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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Sub-transfer agenc... | $165,314 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $37,748 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Account maintenance fees; Custodial (... | $18,233 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $10,490 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 33 200 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,792 | $63,964-1.8% | $147,618-57.5% | $67,505-7.0% |
| Participation rate | 39.4% | 68.6%-29.2pp | 84.6%-45.2pp | 71.2%-31.8pp |
| Annual return | 0.84% | 9.05%-8.2pp | 61.98%-61.1pp | 6.52%-5.7pp |
| Employer contribution / active EE | $439 | $1,618-72.8% | $5,564-92.1% | $2,173-79.8% |
| Participant deferral / active EE | $2,329 | $2,589-10.0% | $4,895-52.4% | $3,597-35.2% |
| Admin fee / account holder | $21 | $43-52.0% | $11,612-99.8% | $56-63.4% |