Filed October 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DANA INVESTMENT ADVISORS6+ years Filed as: DANA INVESTMENTS Service code 27 · EIN 39-1512278 | Advisory (Plan) | $25,175 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $10,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,558 | $73,638+84.1% | $95,956+41.3% | $73,493+84.5% |
| Participation rate | 96.1% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.4pp |
| Annual return | 13.25% | 16.78%-3.5pp | 91.63%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,129 | $1,863-39.4% | $2,541-55.6% | $2,270-50.3% |
| Participant deferral / active EE | $3,994 | $3,617+10.4% | $4,167-4.1% | $3,740+6.8% |
| Admin fee / account holder | $139 | $482-71.2% | $6,797-98.0% | $513-72.9% |