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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $53,477 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,389 | $46,332+15.2% | $143,797-62.9% | $64,824-17.6% |
| Participation rate | 84.7% | 64.2%+20.4pp | 80.3%+4.3pp | 71.5%+13.2pp |
| Annual return | -14.57% | -10.05%-4.5pp | -0.04%-14.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,448 | $1,911-24.2% | $4,952-70.8% | $2,507-42.2% |
| Participant deferral / active EE | $3,841 | $2,647+45.1% | $5,638-31.9% | $4,311-10.9% |
| Admin fee / account holder | $67 | $154-56.1% | $14,679-99.5% | $188-64.1% |