Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $133,031 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,077 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $22,998 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$239,506 |
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 | $180,915 | $82,783+118.5% | $133,982+35.0% | $90,274+100.4% |
| Participation rate | 94.0% | 81.3%+12.7pp | 79.8%+14.2pp | 73.4%+20.7pp |
| Annual return | 17.58% | 21.89%-4.3pp | 45.10%-27.5pp | 53.97%-36.4pp |
| Employer contribution / active EE | $4,114 | $2,388+72.2% | $3,919+5.0% | $2,523+63.0% |
| Participant deferral / active EE | $7,953 | $4,291+85.3% | $5,047+57.6% | $4,231+88.0% |
| Admin fee / account holder | $94 | $93+0.7% | $8,930-99.0% | $114-18.0% |