Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 86-1109193 | Consulting | $79,568 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,719 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $41,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$162,450 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $137,579 | $61,125+125.1% | $108,582+26.7% | $63,975+115.1% |
| Participation rate | 92.2% | 80.5%+11.7pp | 79.6%+12.6pp | 71.1%+21.0pp |
| Annual return | 5.76% | 14.06%-8.3pp | -51.70%+57.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $3,116 | $2,237+39.3% | $3,758-17.1% | $2,182+42.8% |
| Participant deferral / active EE | $6,823 | $3,574+90.9% | $4,311+58.3% | $3,356+103.3% |
| Admin fee / account holder | $4 | $72-93.9% | $7,645-99.9% | $70-93.7% |