Filed November 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 28 · EIN 37-6572947 | Investment Management | $9,418 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,800 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,533 | $84,948+23.1% | $70,462+48.4% | $73,412+42.4% |
| Participation rate | 82.3% | 79.9%+2.4pp | 75.1%+7.2pp | 72.2%+10.1pp |
| Annual return | 14.11% | 13.39%+0.7pp | 109.08%-95.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $2,700 | $2,834-4.7% | $2,737-1.4% | $2,234+20.9% |
| Participant deferral / active EE | $2,476 | $3,387-26.9% | $3,710-33.2% | $3,806-34.9% |
| Admin fee / account holder | $20 | $98-80.0% | $3,845-99.5% | $158-87.6% |