Filed July 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $108,180 |
NEWPORT GROUP, INC.2 years Service code 49 | Other Services | $27,746 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,640 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 49 1350 TREAT BLVD STE · WALNUT CREEK, CA 94597 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE & AN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,011 | $52,523+33.3% | $117,533-40.4% | $77,906-10.1% |
| Participation rate | 54.8% | 61.6%-6.8pp | 70.6%-15.8pp | 73.7%-18.9pp |
| Annual return | -15.51% | -13.76%-1.7pp | 29.77%-45.3pp | 12.16%-27.7pp |
| Employer contribution / active EE | $1,052 | $2,166-51.4% | $4,179-74.8% | $2,846-63.0% |
| Participant deferral / active EE | $3,899 | $3,087+26.3% | $4,072-4.3% | $4,805-18.9% |
| Admin fee / account holder | $32 | $99-68.2% | $5,647-99.4% | $133-76.2% |