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| Provider | Service type | Compensation |
|---|---|---|
ACORN FINANCIAL SERVICES1 year Service code 26 · EIN 54-1806290 1875 CAMPUS COMMONS DRIVE · RESTON, VA 20191 | Advisory (Participants) | $24,798 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 956308589 | Recordkeeping | $16,412 |
Service code 49 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Other Services | $1,544 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,447 | $55,449-55.9% | $83,848-70.8% | $56,287-56.6% |
| Participation rate | 91.9% | 68.0%+23.9pp | 76.1%+15.8pp | 69.9%+22.1pp |
| Annual return | -10.36% | -1.38%-9.0pp | 850.88%-861.2pp | -9.96%-0.4pp |
| Employer contribution / active EE | $1,858 | $2,430-23.6% | $3,631-48.8% | $2,111-12.0% |
| Participant deferral / active EE | $2,320 | $2,935-21.0% | $4,082-43.2% | $3,350-30.8% |
| Admin fee / account holder | $272 | $656-58.5% | $5,478-95.0% | $521-47.7% |