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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,232 |
FOCUSED WEALTH MANAGEMENT2 years Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $18,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,267 | $65,092-75.0% | $143,799-88.7% | $66,938-75.7% |
| Participation rate | 82.2% | 65.2%+17.0pp | 80.3%+1.9pp | 69.8%+12.4pp |
| Annual return | -13.72% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,707 | $2,362+14.6% | $4,952-45.3% | $2,545+6.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $147 | $502-70.7% | $14,677-99.0% | $594-75.2% |