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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $37,338 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $7,075 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,702 |
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 | $51,306 | $46,173+11.1% | $170,435-69.9% | $69,631-26.3% |
| Participation rate | 69.2% | 63.9%+5.4pp | 83.6%-14.3pp | 70.7%-1.4pp |
| Annual return | 14.49% | 21.62%-7.1pp | 205.94%-191.5pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $551 | $1,610-65.7% | $5,432-89.8% | $2,032-72.9% |
| Participant deferral / active EE | $2,221 | $2,080+6.8% | $4,939-55.0% | $3,224-31.1% |
| Admin fee / account holder | $123 | $116+6.3% | $13,881-99.1% | $110+11.6% |