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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $31,278 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,981 | $37,117+56.2% | $147,617-60.7% | $55,191+5.1% |
| Participation rate | 57.0% | 63.6%-6.6pp | 84.6%-27.6pp | 69.2%-12.1pp |
| Annual return | 0.01% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $601 | $1,620-62.9% | $5,564-89.2% | $1,899-68.4% |
| Participant deferral / active EE | $2,432 | $1,985+22.5% | $4,895-50.3% | $3,046-20.2% |
| Admin fee / account holder | $142 | $86+66.4% | $11,612-98.8% | $91+56.9% |