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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $346,551 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $31,500 |
MEYER, UNKOVIC & SCOTT6+ years Service code 29 · EIN 25-1344985 | Legal | $30,658 |
DICLAUDIO & KRAMER, LLC6+ years Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,855 | $52,155-58.1% | $101,275-78.4% | $106,273-79.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 7.40% | 13.07%-5.7pp | 46.46%-39.1pp | 21.70%-14.3pp |
| Employer contribution / active EE | $2,275 | $3,414-33.4% | $3,660-37.8% | $2,722-16.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $78 | $102-23.2% | $5,948-98.7% | $78-0.3% |