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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 37-6572947 | Advisory (Plan) | $146,828 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$311,874 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,768 | $118,337+51.9% | $189,534-5.2% | $93,010+93.3% |
| Participation rate | 96.5% | 89.1%+7.4pp | 87.8%+8.6pp | 73.9%+22.6pp |
| Annual return | 15.19% | 21.77%-6.6pp | 555.39%-540.2pp | 158.70%-143.5pp |
| Employer contribution / active EE | $4,964 | $4,204+18.1% | $6,162-19.4% | $2,705+83.5% |
| Participant deferral / active EE | $9,446 | $7,123+32.6% | $8,220+14.9% | $4,561+107.1% |
| Admin fee / account holder | $49 | $100-51.0% | $12,049-99.6% | $152-67.8% |