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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,613 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $24,640 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,813 | $65,582+73.5% | $64,097+77.6% | $71,529+59.1% |
| Participation rate | 95.0% | 73.2%+21.8pp | 72.3%+22.6pp | 67.9%+27.0pp |
| Annual return | 8.22% | 18.96%-10.7pp | 33.75%-25.5pp | 28.97%-20.7pp |
| Employer contribution / active EE | $3,522 | $2,671+31.9% | $2,750+28.1% | $2,590+36.0% |
| Participant deferral / active EE | $6,413 | $3,628+76.8% | $3,881+65.2% | $4,291+49.4% |
| Admin fee / account holder | $296 | $616-52.0% | $3,070-90.4% | $1,588-81.4% |