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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $91,720 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,820 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $24,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,940 | $42,367+152.4% | $79,583+34.4% | $64,824+65.0% |
| Participation rate | 66.7% | 64.7%+2.0pp | 69.5%-2.7pp | 71.5%-4.7pp |
| Annual return | -14.15% | -12.24%-1.9pp | 0.16%-14.3pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,281 | $1,181+93.2% | $2,414-5.5% | $2,507-9.0% |
| Participant deferral / active EE | $4,749 | $3,168+49.9% | $3,986+19.1% | $4,311+10.1% |
| Admin fee / account holder | $175 | $160+9.4% | $6,835-97.4% | $188-7.0% |