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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $340,151 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$519,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,659 | $122,596+63.7% | $184,243+8.9% | $199,921+0.4% |
| Participation rate | 97.3% | 86.9%+10.4pp | 86.8%+10.5pp | 72.0%+25.3pp |
| Annual return | 16.79% | 144.14%-127.3pp | 28.82%-12.0pp | 34.28%-17.5pp |
| Employer contribution / active EE | $5,853 | $4,570+28.1% | $6,427-8.9% | $3,035+92.8% |
| Participant deferral / active EE | $10,983 | $7,972+37.8% | $9,132+20.3% | $5,089+115.8% |
| Admin fee / account holder | $98 | $120-18.7% | $13,914-99.3% | $269-63.7% |