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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $46,822 |
Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $692 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 16 | Consulting | $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 | $288,860 | $99,957+189.0% | $149,730+92.9% | $73,493+293.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.86% | 53.87%-40.0pp | 276.70%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,847 | $3,191+177.2% | $4,645+90.5% | $2,270+289.7% |
| Participant deferral / active EE | $11,562 | $6,073+90.4% | $6,843+69.0% | $3,740+209.2% |
| Admin fee / account holder | $239 | $551-56.6% | $9,310-97.4% | $513-53.5% |