Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BCC ADVISORS7 years Service code 17 · EIN 42-1322961 | Pension Consulting | $10,800 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 17 · EIN 27-2037969 | Pension Consulting | $8,181 |
BAC1 year Service code 10 · EIN 42-1162310 | Accounting | $7,250 |
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 | $106,195 | $122,042-13.0% | $184,260-42.4% | $74,459+42.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.85% | 19.91%-8.1pp | 28.84%-17.0pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $8,067 | $4,537+77.8% | $6,427+25.5% | $2,626+207.2% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $113 | $1,252-91.0% | $13,898-99.2% | $1,945-94.2% |