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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $30,173 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,347 |
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 | $55,067 | $36,916+49.2% | $156,551-64.8% | $57,658-4.5% |
| Participation rate | 59.9% | 63.4%-3.5pp | 84.0%-24.1pp | 70.2%-10.3pp |
| Annual return | 6.50% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $537 | $1,571-65.8% | $5,501-90.2% | $1,974-72.8% |
| Participant deferral / active EE | $2,195 | $1,926+14.0% | $4,871-54.9% | $3,061-28.3% |
| Admin fee / account holder | $129 | $82+56.2% | $13,028-99.0% | $95+36.3% |