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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $30,512 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,924 |
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 | $107,669 | $39,245+174.3% | $64,105+68.0% | $52,331+105.7% |
| Participation rate | 91.0% | 58.2%+32.8pp | 68.2%+22.8pp | 68.1%+22.9pp |
| Annual return | -0.24% | 14.79%-15.0pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,838 | $736+149.7% | $1,820+1.0% | $1,882-2.3% |
| Participant deferral / active EE | $3,293 | $1,992+65.3% | $2,822+16.7% | $3,022+9.0% |
| Admin fee / account holder | $25 | $592-95.8% | $4,499-99.5% | $592-95.8% |