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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $19,000 |
SANSOME STREET APPRAISERS, INC.2+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $10,000 |
STROHM BALLWEG LLP2+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,000 |
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 | $104,700 | $53,925+94.2% | $75,501+38.7% | $69,631+50.4% |
| Participation rate | 90.8% | 71.2%+19.6pp | 72.4%+18.4pp | 70.7%+20.1pp |
| Annual return | 5.26% | 17.84%-12.6pp | 27.35%-22.1pp | 27571.02%-27565.8pp |
| Employer contribution / active EE | $7,355 | $1,802+308.1% | $2,352+212.7% | $2,032+261.9% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $89 | $97-8.5% | $5,801-98.5% | $110-19.6% |