Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $53,892 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $12,100 |
STEPHEN J. O'BRIEN3 years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES, LL Service code 29 · EIN 81-5178933 | Legal | $7,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,322 | $82,979-82.7% | $102,412-86.0% | $77,736-81.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.19% | 19.11%-8.9pp | 24.94%-14.7pp | 31.26%-21.1pp |
| Employer contribution / active EE | $3,975 | $3,554+11.9% | $3,870+2.7% | $2,728+45.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $281 | $639-56.1% | $8,388-96.7% | $433-35.3% |