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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $20,878 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $982 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,068 | $70,002+261.5% | $115,038+120.0% | $52,331+383.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 2.30% | 4.04%-1.7pp | 26.14%-23.8pp | 4.54%-2.2pp |
| Employer contribution / active EE | $8,103 | $2,715+198.5% | $4,608+75.9% | $1,882+330.6% |
| Participant deferral / active EE | $11,332 | $4,920+130.3% | $6,026+88.0% | $3,022+275.0% |
| Admin fee / account holder | $127 | $566-77.5% | $8,175-98.4% | $592-78.5% |