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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $23,793 |
Filed as: LAWLEY COURIER/RETIREMENT ADVISORS, Service code 63 · EIN 27-4034238 | 12b-1 Fees | $14,960 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,749 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,350 | $46,732+131.9% | $156,552-30.8% | $55,167+96.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.34% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $9,329 | $2,105+343.2% | $5,501+69.6% | $1,963+375.3% |
| Participant deferral / active EE | $6,364 | $2,204+188.7% | $4,871+30.6% | $3,054+108.4% |
| Admin fee / account holder | $265 | $418-36.7% | $13,028-98.0% | $504-47.4% |