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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $167,311 |
CENTRAL DATA SERVICES9 years Service code 13 · EIN 25-1352803 | Contract Administrator | $57,300 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
DICLAUDIO & KRAMER, LLC9 years Service code 10 · EIN 27-0889793 | Accounting | $16,535 |
JUBELIRER PASS & INTRIERI P.C.10+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $13,438 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,933 | $82,979-13.3% | $102,412-29.8% | $77,736-7.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.27% | 19.11%-3.8pp | 24.94%-9.7pp | 31.26%-16.0pp |
| Employer contribution / active EE | $5,957 | $3,554+67.6% | $3,870+53.9% | $2,728+118.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $214 | $639-66.4% | $8,388-97.4% | $433-50.5% |