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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $100,637 |
NEWPORT GROUP, INC.1+ years Service code 27 · EIN 27-2037969 | Advisory (Plan) | $36,025 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,216 | $106,553-21.9% | $81,882+1.6% | $106,553-21.9% |
| Participation rate | 43.6% | 69.8%-26.2pp | 72.4%-28.7pp | 69.8%-26.2pp |
| Annual return | -0.38% | 17.37%-17.7pp | 779.47%-779.8pp | 17.37%-17.7pp |
| Employer contribution / active EE | $88 | $3,359-97.4% | $2,916-97.0% | $3,359-97.4% |
| Participant deferral / active EE | $558 | $5,562-90.0% | $4,323-87.1% | $5,562-90.0% |
| Admin fee / account holder | $19 | $80-75.8% | $7,360-99.7% | $80-75.8% |