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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $42,994 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,512 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $7,919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,265 | $37,196+16.3% | $154,108-71.9% | $55,725-22.4% |
| Participation rate | 81.8% | 64.1%+17.7pp | 83.0%-1.2pp | 70.9%+11.0pp |
| Annual return | -5.04% | 1319.68%-1324.7pp | 735.21%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $702 | $1,614-56.5% | $5,298-86.7% | $2,078-66.2% |
| Participant deferral / active EE | $3,055 | $2,068+47.7% | $5,081-39.9% | $3,356-9.0% |
| Admin fee / account holder | $122 | $102+20.3% | $13,411-99.1% | $115+6.1% |