Filed March 10, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $55,409 |
NEWEDGE ADVISORS LLC1 year Filed as: NEW EDGE ADVISORS Service code 27 858 CAMP ST · NEW ORLEANS, LA 70130 | Advisory (Plan) | $44,257 |
INTELLIGENCE DRIVEN ADVSIORS1 year Service code 26 14646 N. KIERLAND BLVD · SCOTTSDALE, AZ 85254 | Advisory (Participants) | $41,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,870 | $131,799-13.6% | $200,582-43.2% | $85,563+33.1% |
| Participation rate | 99.2% | 87.9%+11.2pp | 86.9%+12.3pp | 66.0%+33.2pp |
| Annual return | 16.88% | 21.59%-4.7pp | 42.33%-25.5pp | 31.51%-14.6pp |
| Employer contribution / active EE | $4,156 | $4,532-8.3% | $6,419-35.2% | $2,654+56.6% |
| Participant deferral / active EE | $7,014 | $7,702-8.9% | $9,331-24.8% | $4,375+60.3% |
| Admin fee / account holder | $237 | $235+1.0% | $16,305-98.5% | $834-71.5% |