Filed February 10, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WHARTONHILL ADVISORS, LLC9+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $69,166 |
NEWPORT GROUP, INC.8 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $53,302 |
MAILLIE LLP1 year Filed as: MAILLIE, LLP Service code 10 · EIN 23-1518888 | Accounting | $5,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,559 | $82,978+14.0% | $130,270-27.4% | $74,473+27.0% |
| Participation rate | 94.9% | 73.7%+21.3pp | 76.3%+18.7pp | 70.7%+24.2pp |
| Annual return | 17.57% | 123.05%-105.5pp | 38.89%-21.3pp | 34.36%-16.8pp |
| Employer contribution / active EE | $4,728 | $3,391+39.4% | $4,128+14.6% | $2,638+79.2% |
| Participant deferral / active EE | $6,746 | $5,370+25.6% | $6,797-0.7% | $4,530+48.9% |
| Admin fee / account holder | $333 | $354-5.8% | $6,022-94.5% | $347-4.0% |