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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $844 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 945977959 | Contract Administrator | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,996 | $56,640-73.5% | $78,002-80.8% | $55,167-72.8% |
| Participation rate | 88.1% | 73.3%+14.8pp | 75.5%+12.6pp | 69.0%+19.1pp |
| Annual return | 5.38% | 2868.48%-2863.1pp | 425.99%-420.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $2,247 | $1,724+30.4% | $2,470-9.0% | $1,963+14.5% |
| Participant deferral / active EE | $3,675 | $2,778+32.3% | $3,497+5.1% | $3,054+20.3% |
| Admin fee / account holder | $103 | $467-77.9% | $5,481-98.1% | $504-79.5% |