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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $30,372 |
FORVIS, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $510 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,895 | $54,690+519.7% | $76,030+345.7% | $74,478+355.0% |
| Participation rate | 95.1% | 60.3%+34.7pp | 69.1%+26.0pp | 67.2%+27.8pp |
| Annual return | 18.24% | 31.92%-13.7pp | 361.54%-343.3pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $7,197 | $1,781+304.0% | $2,688+167.8% | $2,626+174.0% |
| Participant deferral / active EE | $11,661 | $3,070+279.8% | $4,257+173.9% | $4,350+168.0% |
| Admin fee / account holder | $223 | $2,240-90.0% | $6,421-96.5% | $1,946-88.5% |