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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,415 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $6,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,010 | $55,472-11.6% | $155,567-68.5% | $74,546-34.3% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 12.12% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $450 | $2,269-80.2% | $4,674-90.4% | $2,624-82.9% |
| Participant deferral / active EE | $1,466 | $2,838-48.3% | $5,628-73.9% | $4,347-66.3% |
| Admin fee / account holder | $137 | $1,743-92.1% | $15,916-99.1% | $1,944-93.0% |