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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS2 years Service code 26 · EIN 27-1180831 335 MADISON AVENUE · NEW YORK, NY 10017 | Advisory (Participants) | $68,970 |
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $49,084 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,321 | $46,325-10.8% | $143,788-71.3% | $64,814-36.2% |
| Participation rate | 77.8% | 64.2%+13.6pp | 80.3%-2.5pp | 71.5%+6.3pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.03%-13.7pp | 32.84%-46.5pp |
| Employer contribution / active EE | $1,056 | $1,911-44.7% | $4,952-78.7% | $2,507-57.9% |
| Participant deferral / active EE | $3,263 | $2,647+23.3% | $5,638-42.1% | $4,310-24.3% |
| Admin fee / account holder | $290 | $154+88.3% | $14,675-98.0% | $188+54.2% |