| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 14 · EIN 45-2164254 | Plan Administrator | $32,704 |
GERALD WESBECKER2+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,178 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $7,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,363 | $35,600+139.8% | $87,502-2.4% | $63,975+33.4% |
| Participation rate | 96.1% | 56.1%+40.0pp | 73.8%+22.3pp | 71.1%+25.0pp |
| Annual return | 14.27% | 17.86%-3.6pp | 12.21%+2.1pp | 48.65%-34.4pp |
| Employer contribution / active EE | $1,794 | $854+110.1% | $2,550-29.7% | $2,182-17.8% |
| Participant deferral / active EE | $0 | $1,660-100.0% | $3,149-100.0% | $3,356-100.0% |
| Admin fee / account holder | $21 | $51-57.9% | $4,221-99.5% | $70-69.6% |