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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 | $55,446-11.6% | $155,574-68.5% | $74,429-34.2% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 12.12% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $450 | $2,266-80.1% | $4,676-90.4% | $2,625-82.9% |
| Participant deferral / active EE | $1,466 | $2,836-48.3% | $5,629-73.9% | $4,348-66.3% |
| Admin fee / account holder | $137 | $1,743-92.1% | $15,914-99.1% | $1,944-93.0% |