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| Provider | Service type | Compensation |
|---|---|---|
WHARTONHILL ADVISORS, LLC8+ years Service code 28 · EIN 59-3331424 | Investment Management | $23,114 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,872 |
Filed as: TROUT, EBERSOLE & GROFF, LLP Service code 10 · EIN 23-1551315 | Accounting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,561 | $50,199-33.1% | $69,884-52.0% | $66,938-49.9% |
| Participation rate | 91.0% | 66.3%+24.7pp | 70.5%+20.6pp | 69.8%+21.2pp |
| Annual return | -14.53% | -13.85%-0.7pp | 190.81%-205.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,747 | $1,864+47.3% | $2,560+7.3% | $2,545+7.9% |
| Participant deferral / active EE | $2,382 | $3,112-23.5% | $3,848-38.1% | $4,238-43.8% |
| Admin fee / account holder | $77 | $600-87.1% | $6,266-98.8% | $594-86.9% |