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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 19 45 SOUTH 7TH ST STE2208 · MINNEAPOLIS, MN 55402 | Securities Custodian | $58,019 |
CDS ADMINISTRATORS3 years Service code 13 232 WISE ROAD STE 220 · HARMONY, PA 16037 | Contract Administrator | $48,500 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
CYPHER & CYPHER10+ years Service code 10 · EIN 25-1385288 | Accounting | $9,165 |
JUBELIRER PASS & INTRIERI P.C.10+ years Service code 29 · EIN 25-1340770 | Legal | $7,077 |
Participant contribution per participant 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 | $146,981 | $82,979+77.1% | $102,383+43.6% | $77,714+89.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.48% | 19.11%-6.6pp | 24.94%-12.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $6,015 | $3,554+69.3% | $3,870+55.4% | $2,727+120.6% |
| Participant deferral / active EE | $95 | $4,109-97.7% | $5,060-98.1% | $4,649-98.0% |
| Admin fee / account holder | $204 | $639-68.0% | $8,391-97.6% | $433-52.8% |