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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,785 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $2,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,804 | $46,100-63.5% | $86,582-80.6% | $69,631-75.9% |
| Participation rate | 51.8% | 67.2%-15.3pp | 73.5%-21.7pp | 70.7%-18.8pp |
| Annual return | 14.57% | 21.02%-6.4pp | 965.08%-950.5pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $590 | $1,850-68.1% | $2,839-79.2% | $2,032-71.0% |
| Participant deferral / active EE | $1,285 | $2,432-47.2% | $3,609-64.4% | $3,224-60.2% |
| Admin fee / account holder | $22 | $94-76.7% | $4,904-99.6% | $110-80.2% |