| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $26,065 |
GERALD WESBECKER6+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,058 |
EIDE BAILLY LLP6+ 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 | $161,822 | $48,406+234.3% | $104,656+54.6% | $90,274+79.3% |
| Participation rate | 94.7% | 64.3%+30.4pp | 74.1%+20.6pp | 73.4%+21.3pp |
| Annual return | 59.18% | 18.72%+40.5pp | 340.70%-281.5pp | 53.97%+5.2pp |
| Employer contribution / active EE | $2,001 | $1,115+79.6% | $2,682-25.4% | $2,523-20.7% |
| Participant deferral / active EE | $0 | $2,436-100.0% | $3,738-100.0% | $4,231-100.0% |
| Admin fee / account holder | $18 | $76-76.2% | $6,466-99.7% | $114-84.2% |