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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 28 · EIN 23-1945930 | Investment Management | $11,925 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 19 570 LEXINGTON AVE, STE 1903 · NEW YORK, NY 10022 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,732 | $82,674-55.6% | $125,363-70.7% | $68,495-46.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.14% | -5.97%-8.2pp | 572.15%-586.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $8,480 | $3,382+150.8% | $4,815+76.1% | $2,596+226.6% |
| Participant deferral / active EE | $7,773 | $6,111+27.2% | $7,447+4.4% | $4,028+93.0% |
| Admin fee / account holder | $60 | $6,276-99.0% | $10,005-99.4% | $5,403-98.9% |