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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $48,053 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 16 | Consulting | $0 |
Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $0 |
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 | $284,409 | $89,652+217.2% | $141,191+101.4% | $65,185+336.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.60% | 32.79%-10.2pp | 71.41%-48.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $8,517 | $3,065+177.9% | $4,736+79.8% | $2,177+291.3% |
| Participant deferral / active EE | $11,697 | $5,691+105.5% | $6,710+74.3% | $3,514+232.9% |
| Admin fee / account holder | $258 | $569-54.6% | $10,264-97.5% | $847-69.5% |