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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $22,918 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
SANSOME STREET APPRAISERS, INC.8+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $12,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $10,596 |
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 | $134,458 | $69,823+92.6% | $76,902+74.8% | $74,473+80.5% |
| Participation rate | 96.9% | 70.0%+26.9pp | 69.6%+27.3pp | 70.7%+26.1pp |
| Annual return | 7.58% | 19.99%-12.4pp | 37.91%-30.3pp | 34.36%-26.8pp |
| Employer contribution / active EE | $8,175 | $2,148+280.6% | $2,534+222.6% | $2,638+209.8% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,530-100.0% |
| Admin fee / account holder | $152 | $398-61.9% | $5,479-97.2% | $347-56.3% |