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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $53,183 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $40,479 |
Service code 34 · EIN 54-1703011 | Direct payment from the plan; Valuati... | $19,042 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $18,752 |
Filed as: HARDING SHYMANSKI & CO Service code 10 · EIN 35-1346211 | Accounting | $11,498 |
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 | $26,025 | $120,450-78.4% | $159,474-83.7% | $93,010-72.0% |
| Participation rate | 98.4% | 78.0%+20.4pp | 82.8%+15.6pp | 73.9%+24.5pp |
| Annual return | 9.48% | 27.11%-17.6pp | 263.68%-254.2pp | 158.70%-149.2pp |
| Employer contribution / active EE | $2,446 | $3,526-30.6% | $4,831-49.4% | $2,705-9.6% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,353-100.0% | $4,561-100.0% |
| Admin fee / account holder | $78 | $137-43.0% | $10,802-99.3% | $152-48.6% |