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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,023 |
DODGE & COX9+ years Service code 52 | Indirect Investment Fees | $0 |
FEDERATED5 years Filed as: FEDERATED INVESTORS INC Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN9+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP INC Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,526 | $77,908+8.5% | $149,696-43.5% | $75,173+12.4% |
| Participation rate | 73.7% | 65.6%+8.1pp | 78.8%-5.1pp | 67.2%+6.5pp |
| Annual return | 20.03% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,074 | $3,138-33.9% | $4,821-57.0% | $2,671-22.4% |
| Participant deferral / active EE | $3,907 | $3,411+14.5% | $5,682-31.2% | $4,126-5.3% |
| Admin fee / account holder | $303 | $5,950-94.9% | $13,212-97.7% | $5,651-94.6% |