Filed September 6, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRAGG FINANCIAL SERVICES1 year Service code 27 · EIN 56-1790087 | Advisory (Plan) | $24,330 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,565 |
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 | $15,728 | $62,928-75.0% | $172,755-90.9% | $67,579-76.7% |
| Participation rate | 75.2% | 64.5%+10.7pp | 82.6%-7.5pp | 71.3%+3.9pp |
| Annual return | 18.67% | 30.36%-11.7pp | 802.94%-784.3pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,141 | $1,636-30.3% | $5,144-77.8% | $2,148-46.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $43 | $167-74.5% | $13,955-99.7% | $142-70.1% |