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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $41,521 |
AMERICAN FUNDS3 years Filed as: DELLA PAROLA CAPITAL RESEARCH LLC Service code 27 WEST OAK DRIVE 7TH FLOOR · FORT COLLINS, CO 80521 | Advisory (Plan) | $24,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-3169253 | Bank Trustee | $5,023 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,163 | $62,267-46.7% | $110,243-69.9% | $55,725-40.5% |
| Participation rate | 84.7% | 78.1%+6.6pp | 79.8%+4.9pp | 70.9%+13.8pp |
| Annual return | -3.64% | -1.07%-2.6pp | 314.76%-318.4pp | 244.93%-248.6pp |
| Employer contribution / active EE | $533 | $1,941-72.6% | $3,827-86.1% | $2,078-74.4% |
| Participant deferral / active EE | $2,848 | $3,516-19.0% | $4,672-39.0% | $3,356-15.1% |
| Admin fee / account holder | $165 | $121+36.3% | $8,548-98.1% | $115+43.1% |