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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $5,195 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $4,351 |
NEWPORT GROUP, INC.1 year Service code 99 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Other Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,191 | $91,190-73.5% | $178,490-86.4% | $79,858-69.7% |
| Participation rate | 40.4% | 69.2%-28.8pp | 81.9%-41.5pp | 69.6%-29.2pp |
| Annual return | 10.47% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $870 | $3,236-73.1% | $5,202-83.3% | $3,740-76.7% |
| Admin fee / account holder | $223 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |