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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $23,298 |
FOCUSED WEALTH MANAGEMENT3 years Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $19,080 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,177 | $61,356-70.4% | $149,696-87.9% | $71,511-74.6% |
| Participation rate | 83.4% | 62.5%+20.9pp | 78.8%+4.7pp | 67.9%+15.5pp |
| Annual return | 14.65% | 35.86%-21.2pp | 134.46%-119.8pp | 28.86%-14.2pp |
| Employer contribution / active EE | $3,466 | $2,382+45.5% | $4,821-28.1% | $2,589+33.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $140 | $1,263-88.9% | $13,212-98.9% | $1,588-91.2% |