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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 | $54,213+137.0% | $93,696+37.1% | $77,736+65.3% |
| Participation rate | 87.6% | 64.0%+23.7pp | 68.7%+18.9pp | 70.6%+17.0pp |
| Annual return | 19.70% | 30.55%-10.9pp | 133.74%-114.0pp | 31.26%-11.6pp |
| Employer contribution / active EE | $3,075 | $1,168+163.3% | $2,422+27.0% | $2,728+12.7% |
| Participant deferral / active EE | $6,570 | $3,145+108.9% | $4,417+48.7% | $4,651+41.3% |
| Admin fee / account holder | $190 | $575-66.9% | $8,287-97.7% | $433-56.1% |