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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $50,088 |
ZELENKOFSKE AXELROD LLC2+ years Service code 10 · EIN 23-3022325 | Accounting | $21,965 |
SES ADVISORS, INC.2+ years Service code 13 · EIN 04-3760707 | Contract Administrator | $19,770 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $13,539 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,705 | $80,354+58.9% | $133,975-4.7% | $63,975+99.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 21.14% | 13.11%+8.0pp | 29.29%-8.2pp | 48.65%-27.5pp |
| Employer contribution / active EE | $1,557 | $3,503-55.6% | $5,211-70.1% | $2,182-28.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $81 | $69+16.5% | $9,324-99.1% | $70+14.6% |