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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,593 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL Service code 27 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $39,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,356 | $50,812+8.9% | $155,602-64.4% | $77,692-28.8% |
| Participation rate | 62.8% | 63.1%-0.3pp | 78.2%-15.4pp | 70.6%-7.8pp |
| Annual return | 13.83% | 34.85%-21.0pp | 64.81%-51.0pp | 31.25%-17.4pp |
| Employer contribution / active EE | $2,114 | $1,989+6.3% | $4,675-54.8% | $2,726-22.5% |
| Participant deferral / active EE | $3,006 | $2,822+6.5% | $5,629-46.6% | $4,648-35.3% |
| Admin fee / account holder | $215 | $436-50.7% | $15,923-98.6% | $431-50.0% |