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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $99,259 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,980 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,539 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,467 | $54,193+137.1% | $93,669+37.2% | $77,714+65.3% |
| Participation rate | 87.6% | 63.9%+23.7pp | 68.7%+18.9pp | 70.6%+17.0pp |
| Annual return | 19.70% | 30.54%-10.8pp | 133.59%-113.9pp | 31.26%-11.6pp |
| Employer contribution / active EE | $3,075 | $1,168+163.3% | $2,424+26.9% | $2,727+12.8% |
| Participant deferral / active EE | $6,570 | $3,144+109.0% | $4,416+48.8% | $4,649+41.3% |
| Admin fee / account holder | $190 | $576-66.9% | $8,291-97.7% | $433-56.1% |