Filed September 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 37 · EIN 27-2037969 | Loan Processing | $19,222 |
AMERICAN FUNDS8+ years Service code 10 · EIN 95-6817943 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,422 | $52,208-64.7% | $86,612-78.7% | $74,419-75.2% |
| Participation rate | 83.3% | 66.3%+17.0pp | 71.7%+11.6pp | 70.7%+12.6pp |
| Annual return | 13.01% | 44.46%-31.5pp | 591.07%-578.1pp | 34.38%-21.4pp |
| Employer contribution / active EE | $845 | $2,282-63.0% | $3,022-72.0% | $2,637-67.9% |
| Participant deferral / active EE | $896 | $3,383-73.5% | $4,438-79.8% | $4,528-80.2% |
| Admin fee / account holder | $88 | $319-72.4% | $5,614-98.4% | $348-74.7% |