| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $37,658 |
GERALD WESBECKER3+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,602 |
EIDE BAILLY LLP3+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,000 |
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 | $83,207 | $37,245+123.4% | $94,993-12.4% | $77,958+6.7% |
| Participation rate | 96.4% | 56.5%+39.9pp | 73.9%+22.5pp | 71.6%+24.7pp |
| Annual return | 8.87% | 22.72%-13.9pp | 27.14%-18.3pp | 20.87%-12.0pp |
| Employer contribution / active EE | $1,845 | $894+106.3% | $2,603-29.1% | $2,310-20.2% |
| Participant deferral / active EE | $0 | $1,828-100.0% | $3,317-100.0% | $3,537-100.0% |
| Admin fee / account holder | $23 | $59-61.2% | $4,960-99.5% | $97-76.4% |