| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $35,000 |
GERALD WESBECKER5+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,839 |
EIDE BAILLY LLP5+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,153 | $48,116+126.9% | $99,489+9.7% | $77,775+40.3% |
| Participation rate | 95.6% | 60.0%+35.7pp | 73.8%+21.8pp | 73.2%+22.4pp |
| Annual return | 24.57% | 23.23%+1.3pp | 30.72%-6.2pp | 32.58%-8.0pp |
| Employer contribution / active EE | $1,904 | $1,057+80.2% | $2,541-25.0% | $2,504-23.9% |
| Participant deferral / active EE | $0 | $2,238-100.0% | $3,619-100.0% | $3,966-100.0% |
| Admin fee / account holder | $21 | $87-75.6% | $6,254-99.7% | $100-78.7% |