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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD2+ years Filed as: BRONFMAN E. L. ROTHSCHILD, LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $73,422 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Shareholder servicing fees; Trustee (... | $10,706 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $9,484 |
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 | $37,404 | $57,103-34.5% | $87,502-57.3% | $57,658-35.1% |
| Participation rate | 94.2% | 64.3%+29.9pp | 73.8%+20.4pp | 70.2%+24.0pp |
| Annual return | 10.47% | 12.71%-2.2pp | 12.21%-1.7pp | 5.13%+5.3pp |
| Employer contribution / active EE | $1,197 | $1,107+8.1% | $2,550-53.1% | $1,974-39.4% |
| Participant deferral / active EE | $2,556 | $2,250+13.6% | $3,149-18.8% | $3,061-16.5% |
| Admin fee / account holder | $99 | $281-64.8% | $4,221-97.7% | $95+4.7% |