Filed September 6, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRAGG FINANCIAL ADVISORS2+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 · EIN 56-1790097 | Advisory (Plan) | $25,431 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $7,780 |
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 | $19,892 | $36,916-46.1% | $156,551-87.3% | $57,658-65.5% |
| Participation rate | 79.6% | 63.4%+16.2pp | 84.0%-4.4pp | 70.2%+9.4pp |
| Annual return | 8.13% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,300 | $1,571-17.2% | $5,501-76.4% | $1,974-34.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $58 | $82-29.2% | $13,028-99.6% | $95-38.3% |