Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $35,762 |
PREMIER ACTUARIAL SOLUTIONS9+ years Service code 11 · EIN 26-1722072 700 S ROSEMARY AVE, SUITE 204 · WEST PALM BEACH, FL 33401 | Actuarial | $25,675 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 64 · EIN 82-3719843 200 DRYDEN ROAD EAST, SUITE 1000 · DRESHER, PA 19025 | Recordkeeping Fees | $6,800 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS, BOCKIUS LLP Service code 29 · EIN 23-0891050 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 2.52% | 8.93%-6.4pp | 7.82%-5.3pp | 8.21%-5.7pp |
| Employer contribution / active EE | $1,851 | $10,201-81.9% | $31,823-94.2% | $13,841-86.6% |
| Participant deferral / active EE | $1,488 | $958+55.4% | $365+307.5% | $62+2315.5% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |