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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $55,549 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,504 | $56,540+8.8% | $185,849-66.9% | $86,821-29.2% |
| Participation rate | 83.9% | 65.5%+18.4pp | 81.7%+2.2pp | 72.3%+11.6pp |
| Annual return | 13.97% | 118.20%-104.2pp | 122.10%-108.1pp | 97.94%-84.0pp |
| Employer contribution / active EE | $869 | $1,844-52.9% | $5,169-83.2% | $2,406-63.9% |
| Participant deferral / active EE | $3,764 | $2,555+47.3% | $5,569-32.4% | $4,132-8.9% |
| Admin fee / account holder | $84 | $150-44.0% | $16,244-99.5% | $170-50.5% |