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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $77,697 |
KATZ, SAPPER & MILLER2 years Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,946 | $72,303-72.4% | $86,698-77.0% | $64,819-69.2% |
| Participation rate | 98.4% | 80.4%+18.0pp | 76.6%+21.8pp | 71.5%+26.9pp |
| Annual return | -16.74% | 392.77%-409.5pp | 35.95%-52.7pp | 32.84%-49.6pp |
| Employer contribution / active EE | $792 | $2,393-66.9% | $2,837-72.1% | $2,507-68.4% |
| Participant deferral / active EE | $3,783 | $4,660-18.8% | $4,656-18.8% | $4,311-12.3% |
| Admin fee / account holder | $147 | $174-15.7% | $7,493-98.0% | $188-21.9% |