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| Provider | Service type | Compensation |
|---|---|---|
WESTPORT CAPITAL MARKETS, LLC2+ years Service code 15 · EIN 06-1459306 | Recordkeeping | $13,845 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,235 | $55,453-43.7% | $170,442-81.7% | $62,292-49.9% |
| Participation rate | 98.7% | 66.4%+32.3pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 9.06% | 21.38%-12.3pp | 205.93%-196.9pp | 28.90%-19.8pp |
| Employer contribution / active EE | $3,564 | $2,164+64.7% | $5,433-34.4% | $2,042+74.5% |
| Participant deferral / active EE | $2,765 | $2,303+20.1% | $4,939-44.0% | $3,169-12.7% |
| Admin fee / account holder | $97 | $455-78.6% | $13,880-99.3% | $479-79.7% |