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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-1175988 | Contract Administrator | $32,942 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,483 |
DICLAUDIO & KRAMER, LLC6+ years Service code 10 · EIN 27-0889793 | Accounting | $6,200 |
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 | $13,316 | $91,517-85.4% | $101,264-86.8% | $73,412-81.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 29.35% | 17.17%+12.2pp | 46.48%-17.1pp | 59.30%-29.9pp |
| Employer contribution / active EE | $1,048 | $2,877-63.6% | $3,660-71.4% | $2,234-53.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $128 | $216-40.6% | $5,947-97.8% | $158-18.8% |