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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 28 · EIN 46-4084533 | Investment Management | $29,167 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $27,957 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $21,630 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,362 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 16 · EIN 27-2037969 | Consulting | $5,392 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,617 | $120,057+39.6% | $75,728+121.3% | $93,010+80.2% |
| Participation rate | 94.4% | 77.3%+17.1pp | 74.8%+19.6pp | 73.9%+20.5pp |
| Annual return | 12.97% | 19.62%-6.6pp | 104.66%-91.7pp | 158.70%-145.7pp |
| Employer contribution / active EE | $1,491 | $3,253-54.2% | $2,743-45.6% | $2,705-44.9% |
| Participant deferral / active EE | $3,594 | $4,089-12.1% | $3,820-5.9% | $4,561-21.2% |
| Admin fee / account holder | $26 | $81-67.7% | $3,620-99.3% | $152-82.7% |