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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $305,305 |
ANDCO CONSULTING5 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $31,500 |
DICLAUDIO & KRAMER, LLC7+ years Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
MEYER, UNKOVIC & SCOTT7+ years Service code 29 · EIN 25-1344985 | Legal | $13,642 |
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 | $25,129 | $80,412-68.7% | $109,191-77.0% | $101,555-75.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 7.35% | 16.17%-8.8pp | 25.76%-18.4pp | 21.00%-13.7pp |
| Employer contribution / active EE | $2,614 | $3,731-29.9% | $3,723-29.8% | $2,972-12.1% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $81 | $135-39.6% | $6,756-98.8% | $139-41.6% |