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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,508 |
CHOREO LLC3 years Filed as: CHOREO, LLC Service code 27 400 LOCUST ST · DES MOINES, IA 50309 | Advisory (Plan) | $13,393 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $2,344 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,045 | $80,705-14.4% | $115,768-40.4% | $67,986+1.6% |
| Participation rate | 86.1% | 63.0%+23.1pp | 74.4%+11.7pp | 57.2%+28.9pp |
| Annual return | 11.26% | 18.49%-7.2pp | 100.46%-89.2pp | 31.67%-20.4pp |
| Employer contribution / active EE | $2,494 | $2,046+21.9% | $2,940-15.2% | $2,019+23.5% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $207 | $4,135-95.0% | $12,439-98.3% | $3,203-93.5% |