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 | $122,051-13.0% | $184,185-42.3% | $74,400+42.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.85% | 19.91%-8.1pp | 28.81%-17.0pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $8,067 | $4,539+77.7% | $6,426+25.5% | $2,624+207.4% |
| Participant deferral / active EE | $0 | $7,146-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $113 | $1,258-91.0% | $13,909-99.2% | $1,944-94.2% |