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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $133,652 |
CENTRAL DATA SERVICES7 years Service code 13 · EIN 25-1352803 | Contract Administrator | $52,982 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
DICLAUDIO & KRAMER, LLC7 years Service code 10 · EIN 27-0889793 | Accounting | $15,534 |
JUBELIRER PASS & INTRIERI P.C.8+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $13,475 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,568 | $106,236-42.0% | $112,249-45.2% | $64,819-5.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.49% | -6.02%-10.5pp | 27.48%-44.0pp | 32.84%-49.3pp |
| Employer contribution / active EE | $3,969 | $3,166+25.4% | $3,636+9.2% | $2,507+58.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $202 | $452-55.2% | $6,412-96.8% | $188+7.6% |