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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,964 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 19 570 LEXINGTON AVE, STE 1903 · NEW YORK, NY 10022 | Securities Custodian | $0 |
THE VANGUARD GROUP, INC.8 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,500 | $102,422-53.6% | $147,117-67.7% | $80,959-41.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.97% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $8,862 | $3,717+138.4% | $4,932+79.7% | $2,757+221.4% |
| Participant deferral / active EE | $8,105 | $6,652+21.8% | $8,065+0.5% | $4,300+88.5% |
| Admin fee / account holder | $60 | $7,953-99.2% | $12,993-99.5% | $6,925-99.1% |