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| Provider | Service type | Compensation |
|---|---|---|
WEBSTER ROGERS2+ years Filed as: WEBSTERROGERS Service code 27 · EIN 57-0776381 | Advisory (Plan) | $17,453 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $11,898 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,702 | $51,466-73.4% | $78,778-82.6% | $62,293-78.0% |
| Participation rate | 98.6% | 59.8%+38.8pp | 69.2%+29.4pp | 69.5%+29.1pp |
| Annual return | 10.16% | 19.96%-9.8pp | 35.62%-25.5pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,577 | $827+211.5% | $1,986+29.8% | $2,042+26.2% |
| Participant deferral / active EE | $1,487 | $2,147-30.7% | $2,958-49.7% | $3,169-53.1% |
| Admin fee / account holder | $146 | $489-70.2% | $5,134-97.2% | $479-69.6% |