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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,069 |
THE DAVID J. YVARS GROUP5 years Service code 26 400 COLUMBUS AVENUE · VALHALLA, NY 10595 | Advisory (Participants) | $10,972 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,578 | $65,083-86.8% | $143,788-94.0% | $66,930-87.2% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.7pp | 69.8%+24.2pp |
| Annual return | -11.80% | -11.13%-0.7pp | -0.03%-11.8pp | 1.57%-13.4pp |
| Employer contribution / active EE | $525 | $2,361-77.8% | $4,952-89.4% | $2,545-79.4% |
| Participant deferral / active EE | $611 | $2,920-79.1% | $5,638-89.2% | $4,238-85.6% |
| Admin fee / account holder | $117 | $502-76.7% | $14,675-99.2% | $593-80.3% |