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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,518 |
SANSOME STREET APPRAISERS, INC.3+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $10,000 |
STROHM BALLWEG LLP3+ years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $8,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,566 | $48,261+125.0% | $68,612+58.2% | $55,725+94.8% |
| Participation rate | 92.4% | 71.0%+21.4pp | 72.2%+20.2pp | 70.9%+21.6pp |
| Annual return | 4.83% | -2.61%+7.4pp | -4.63%+9.5pp | 244.93%-240.1pp |
| Employer contribution / active EE | $5,902 | $1,742+238.7% | $2,625+124.8% | $2,078+184.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $106 | $126-15.7% | $5,131-97.9% | $115-7.7% |