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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $32,117 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,045 |
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 | $108,081 | $42,546+154.0% | $71,796+50.5% | $55,167+95.9% |
| Participation rate | 98.3% | 59.1%+39.1pp | 69.1%+29.1pp | 69.0%+29.3pp |
| Annual return | 9.82% | 12.36%-2.5pp | 78.04%-68.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,089 | $803+160.1% | $1,924+8.6% | $1,963+6.5% |
| Participant deferral / active EE | $3,928 | $2,064+90.3% | $2,794+40.6% | $3,054+28.6% |
| Admin fee / account holder | $35 | $650-94.6% | $4,815-99.3% | $504-93.1% |