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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $10,450 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-7868111 | Direct payment from the plan; Recordk... | $5,748 |
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.
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 | $8,659 | $80,753-89.3% | $136,298-93.6% | $62,293-86.1% |
| Participation rate | 94.3% | 73.5%+20.8pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 11.00% | 35.83%-24.8pp | 5156.27%-5145.3pp | 28.90%-17.9pp |
| Employer contribution / active EE | $111 | $2,884-96.1% | $4,696-97.6% | $2,042-94.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $62 | $525-88.1% | $9,244-99.3% | $479-87.0% |