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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $22,365 |
Filed as: REINHART Service code 29 · EIN 39-1126909 | Legal | $9,581 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $5,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,287 | $106,264-85.6% | $147,117-89.6% | $77,762-80.3% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 11.50% | 56.94%-45.4pp | 420.54%-409.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $853 | $4,074-79.1% | $4,932-82.7% | $2,728-68.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $101 | $334-69.8% | $12,993-99.2% | $433-76.6% |