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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $773,359 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $10,648 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$420,371 |
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 | $172,619 | $112,711+53.2% | $170,055+1.5% | $80,187+115.3% |
| Participation rate | 96.4% | 87.4%+9.0pp | 87.0%+9.4pp | 72.9%+23.5pp |
| Annual return | 20.07% | 67.06%-47.0pp | 53.43%-33.4pp | 40.40%-20.3pp |
| Employer contribution / active EE | $5,494 | $4,488+22.4% | $6,790-19.1% | $2,980+84.4% |
| Participant deferral / active EE | $10,336 | $7,861+31.5% | $10,410-0.7% | $5,016+106.1% |
| Admin fee / account holder | $208 | $99+109.5% | $12,828-98.4% | $145+43.6% |