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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $193,834 |
ANDCO CONSULTING3 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $31,500 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $12,000 |
MEYER, UNKOVIC & SCOTT5+ years Service code 29 · EIN 25-1344985 | Legal | $9,823 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $8,569 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,526 | $49,105-60.2% | $92,916-79.0% | $89,609-78.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 8.76% | 32.35%-23.6pp | 109.45%-100.7pp | 33.65%-24.9pp |
| Employer contribution / active EE | $2,822 | $3,373-16.3% | $3,654-22.8% | $2,584+9.2% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $79 | $93-14.2% | $5,796-98.6% | $72+10.9% |