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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $90,029 |
SCHNEIDER DOWNS & CO., INC.5 years Filed as: SCHNEIDER DOWNS AND CO., INC. Service code 10 · EIN 25-1408703 | Accounting | $44,158 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,914 | $56,540-6.4% | $185,851-71.5% | $86,821-39.1% |
| Participation rate | 70.1% | 65.5%+4.6pp | 81.7%-11.6pp | 72.3%-2.2pp |
| Annual return | 15.95% | 118.20%-102.3pp | 122.11%-106.2pp | 97.94%-82.0pp |
| Employer contribution / active EE | $1,090 | $1,844-40.9% | $5,168-78.9% | $2,406-54.7% |
| Participant deferral / active EE | $2,549 | $2,555-0.3% | $5,569-54.2% | $4,132-38.3% |
| Admin fee / account holder | $144 | $150-3.5% | $16,245-99.1% | $170-14.9% |