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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Advisory (Plan) | $61,425 |
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 | $255,588 | $84,482+202.5% | $125,363+103.9% | $66,930+281.9% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -17.05% | -8.49%-8.6pp | 572.15%-589.2pp | 1.57%-18.6pp |
| Employer contribution / active EE | $9,683 | $3,553+172.6% | $4,815+101.1% | $2,545+280.5% |
| Participant deferral / active EE | $12,543 | $6,782+85.0% | $7,447+68.4% | $4,238+196.0% |
| Admin fee / account holder | $287 | $685-58.1% | $10,005-97.1% | $593-51.6% |