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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 | $77,569-11.0% | $115,599-40.3% | $64,097+7.7% |
| Participation rate | 86.1% | 60.7%+25.4pp | 74.3%+11.8pp | 55.2%+30.9pp |
| Annual return | 11.26% | 18.52%-7.3pp | 111.10%-99.8pp | 34.64%-23.4pp |
| Employer contribution / active EE | $2,494 | $1,915+30.2% | $2,955-15.6% | $1,891+31.8% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,889-100.0% | $3,080-100.0% |
| Admin fee / account holder | $207 | $4,470-95.4% | $12,841-98.4% | $3,454-94.0% |