| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $35,780 |
GERALD WESBECKER4+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,673 |
EIDE BAILLY LLP4+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,181 | $35,366+174.8% | $90,657+7.2% | $75,289+29.1% |
| Participation rate | 96.3% | 57.3%+39.0pp | 74.0%+22.3pp | 72.4%+23.9pp |
| Annual return | 28.30% | -2.19%+30.5pp | 1.89%+26.4pp | -0.04%+28.3pp |
| Employer contribution / active EE | $1,928 | $916+110.4% | $2,532-23.9% | $2,405-19.9% |
| Participant deferral / active EE | $0 | $1,998-100.0% | $3,424-100.0% | $3,739-100.0% |
| Admin fee / account holder | $25 | $59-57.1% | $4,994-99.5% | $102-75.3% |