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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $30,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,268 | $101,672+263.2% | $147,117+151.0% | $74,478+395.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.58% | 8757.83%-8738.2pp | 420.54%-401.0pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $9,899 | $3,813+159.6% | $4,932+100.7% | $2,626+276.9% |
| Participant deferral / active EE | $13,682 | $7,305+87.3% | $8,065+69.7% | $4,350+214.5% |
| Admin fee / account holder | $165 | $1,753-90.6% | $12,993-98.7% | $1,946-91.5% |