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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 1350 TREAT BOULEVARD · WALNUT CREEK, CA 945977959 | Contract Administrator | $27,757 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,765 |
Service code 15 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $714 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $104 |
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 | $27,152 | $58,093-53.3% | $80,022-66.1% | $56,289-51.8% |
| Participation rate | 86.9% | 73.6%+13.3pp | 75.8%+11.1pp | 69.9%+17.1pp |
| Annual return | -0.32% | 34.63%-34.9pp | 11.22%-11.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $2,144 | $1,933+10.9% | $2,468-13.1% | $2,111+1.6% |
| Participant deferral / active EE | $3,337 | $3,136+6.4% | $3,686-9.5% | $3,350-0.4% |
| Admin fee / account holder | $133 | $623-78.7% | $6,521-98.0% | $521-74.6% |