Filed April 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $9,561 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,248 | $65,084+124.7% | $67,681+116.1% | $64,340+127.3% |
| Participation rate | 91.6% | 66.7%+24.9pp | 73.7%+17.9pp | 55.2%+36.4pp |
| Annual return | 10.75% | 20.50%-9.8pp | 590.58%-579.8pp | 24.14%-13.4pp |
| Employer contribution / active EE | $5,902 | $2,398+146.1% | $2,678+120.4% | $1,862+217.0% |
| Participant deferral / active EE | $9,261 | $3,210+188.5% | $3,976+132.9% | $2,980+210.7% |
| Admin fee / account holder | $28 | $1,415-98.0% | $6,100-99.5% | $3,703-99.2% |