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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT RETIREMENT SERVICES INC Service code 28 · EIN 62-1868111 | Investment Management | $45,294 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,494 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,225 | $50,812+87.4% | $155,602-38.8% | $77,692+22.6% |
| Participation rate | 91.3% | 63.1%+28.2pp | 78.2%+13.1pp | 70.6%+20.8pp |
| Annual return | 95.11% | 34.85%+60.3pp | 64.81%+30.3pp | 31.25%+63.9pp |
| Employer contribution / active EE | $6,962 | $1,989+250.1% | $4,675+48.9% | $2,726+155.4% |
| Participant deferral / active EE | $4,615 | $2,822+63.5% | $5,629-18.0% | $4,648-0.7% |
| Admin fee / account holder | $87 | $436-80.1% | $15,923-99.5% | $431-79.8% |