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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,636 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $23,257 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $10,780 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,754 | $36,916-57.3% | $156,551-89.9% | $57,658-72.7% |
| Participation rate | 90.7% | 63.4%+27.3pp | 84.0%+6.7pp | 70.2%+20.5pp |
| Annual return | 8.82% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,253 | $1,571-20.2% | $5,501-77.2% | $1,974-36.5% |
| Participant deferral / active EE | $939 | $1,926-51.2% | $4,871-80.7% | $3,061-69.3% |
| Admin fee / account holder | $206 | $82+150.2% | $13,028-98.4% | $95+118.3% |