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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 | $101,499+263.8% | $147,005+151.2% | $74,546+395.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.58% | 8732.34%-8712.8pp | 418.76%-399.2pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $9,899 | $3,811+159.7% | $4,934+100.6% | $2,624+277.2% |
| Participant deferral / active EE | $13,682 | $7,304+87.3% | $8,070+69.6% | $4,347+214.7% |
| Admin fee / account holder | $165 | $1,748-90.6% | $13,006-98.7% | $1,944-91.5% |