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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $4,761 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $4,060 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $880 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,038 | $91,559-72.7% | $133,978-81.3% | $79,856-68.6% |
| Participation rate | 47.7% | 73.3%-25.6pp | 79.8%-32.1pp | 69.6%-21.9pp |
| Annual return | 19.67% | 61.85%-42.2pp | 45.10%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,815 | $2,384-23.9% | $3,919-53.7% | $2,471-26.6% |
| Participant deferral / active EE | $3,294 | $3,734-11.8% | $5,047-34.7% | $3,741-11.9% |
| Admin fee / account holder | $103 | $6,321-98.4% | $8,930-98.8% | $5,306-98.1% |