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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $25,284 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $18,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,897 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,931 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,930 | $65,435-0.8% | $86,677-25.1% | $66,914-3.0% |
| Participation rate | 97.5% | 75.5%+22.0pp | 76.6%+20.9pp | 69.8%+27.7pp |
| Annual return | -18.10% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,738 | $2,153-19.3% | $2,836-38.7% | $2,544-31.7% |
| Participant deferral / active EE | $5,774 | $4,100+40.8% | $4,656+24.0% | $4,237+36.3% |
| Admin fee / account holder | $185 | $642-71.2% | $7,493-97.5% | $593-68.8% |