| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $38,000 |
GERALD WESBECKER7+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $11,308 |
EIDE BAILLY LLP7+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $8,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,337 | $52,886+273.1% | $109,923+79.5% | $93,010+112.2% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.2%+21.8pp | 73.9%+22.1pp |
| Annual return | 59.09% | 16.89%+42.2pp | 29.46%+29.6pp | 158.70%-99.6pp |
| Employer contribution / active EE | $2,040 | $1,248+63.4% | $2,844-28.3% | $2,705-24.6% |
| Participant deferral / active EE | $0 | $2,815-100.0% | $4,048-100.0% | $4,561-100.0% |
| Admin fee / account holder | $19 | $91-78.9% | $6,070-99.7% | $152-87.4% |