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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $75,414 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $33,706 |
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 | $49,205 | $62,928-21.8% | $172,753-71.5% | $67,582-27.2% |
| Participation rate | 97.3% | 64.5%+32.9pp | 82.6%+14.7pp | 71.3%+26.1pp |
| Annual return | 22.80% | 30.36%-7.6pp | 803.00%-780.2pp | 378.57%-355.8pp |
| Employer contribution / active EE | $2,756 | $1,636+68.4% | $5,144-46.4% | $2,148+28.3% |
| Participant deferral / active EE | $5,277 | $2,145+146.0% | $5,198+1.5% | $3,539+49.1% |
| Admin fee / account holder | $109 | $167-34.7% | $13,956-99.2% | $142-23.5% |