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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK2+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $25,835 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $22,570 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,012 | $60,165-28.5% | $74,184-42.0% | $55,167-22.0% |
| Participation rate | 93.7% | 74.2%+19.5pp | 76.6%+17.1pp | 69.0%+24.7pp |
| Annual return | 9.37% | 10.00%-0.6pp | 17.74%-8.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,517 | $1,600-5.2% | $2,370-36.0% | $1,963-22.7% |
| Participant deferral / active EE | $3,809 | $2,973+28.1% | $3,550+7.3% | $3,054+24.7% |
| Admin fee / account holder | $237 | $419-43.4% | $5,586-95.8% | $504-52.9% |