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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 92-1818939 100 S. ASHLEY DRIVE - SUITE 620 · TAMPA, FL 336025384 | Recordkeeping | $30,602 |
Filed as: TEACHERS INS & ANNUIT ASSOC Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $26,632 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWRD, PC Service code 10 · EIN 58-1250486 271 17TH ST NW STE 1600 · ATLANTA, GA 303636217 | Accounting | $13,500 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 200 DRYDEN RD STE 1000 · DRESHER, PA 190251044 | Recordkeeping | $6,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,096 | $55,446+33.6% | $155,574-52.4% | $74,429-0.4% |
| Participation rate | 80.7% | 61.9%+18.8pp | 78.2%+2.5pp | 67.2%+13.5pp |
| Annual return | 13.76% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $3,430 | $2,266+51.3% | $4,676-26.6% | $2,625+30.7% |
| Participant deferral / active EE | $5,949 | $2,836+109.8% | $5,629+5.7% | $4,348+36.8% |
| Admin fee / account holder | $184 | $1,743-89.4% | $15,914-98.8% | $1,944-90.5% |