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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 · EIN 37-6572947 | Advisory (Plan) | $100,624 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,316 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,316 | $89,515+391.9% | $103,486+325.5% | $80,935+444.0% |
| Participation rate | 85.2% | 76.0%+9.2pp | 80.5%+4.6pp | 67.7%+17.5pp |
| Annual return | 9.99% | 22.82%-12.8pp | 23.93%-13.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $8,627 | $4,015+114.8% | $4,679+84.4% | $2,757+212.9% |
| Participant deferral / active EE | $22,293 | $5,463+308.1% | $6,628+236.3% | $4,299+418.5% |
| Admin fee / account holder | $263 | $6,527-96.0% | $9,354-97.2% | $6,924-96.2% |