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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $31,620 |
SANSOME STREET APPRAISERS, INC.1+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $8,800 |
STROHM BALLWEG LLP1+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,207 | $50,106+123.9% | $69,779+60.8% | $57,658+94.6% |
| Participation rate | 90.2% | 70.9%+19.3pp | 71.8%+18.4pp | 70.2%+20.0pp |
| Annual return | 8.41% | 14.58%-6.2pp | 12.99%-4.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $6,284 | $1,739+261.3% | $2,338+168.7% | $1,974+218.4% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $125 | $89+40.7% | $4,381-97.1% | $95+32.7% |