Filed April 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $37,410 |
COHNREZNICK LLP2 years Service code 10 · EIN 33-4144829 | Accounting | $16,385 |
Service code 16 · EIN 26-1233837 | Consulting | $3,634 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,000 |
BOUTWELL FAY LLP1 year Service code 29 · EIN 33-0802931 | Legal | $423 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,732 | $69,774+93.1% | $67,575+99.4% | $74,459+80.9% |
| Participation rate | 91.6% | 71.4%+20.2pp | 72.9%+18.7pp | 67.2%+24.4pp |
| Annual return | 15.63% | -40.53%+56.2pp | 3528.98%-3513.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $5,575 | $2,710+105.7% | $2,736+103.8% | $2,626+112.3% |
| Participant deferral / active EE | $8,453 | $3,636+132.5% | $4,003+111.2% | $4,350+94.3% |
| Admin fee / account holder | $115 | $890-87.1% | $3,993-97.1% | $1,945-94.1% |