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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $74,013 |
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $28,465 |
NORTON ROSE FULBRIGHT9+ years Filed as: NORTON RETIREMENT SERVICES,INC. Service code 13 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Contract Administrator | $22,722 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,729 | $50,812-25.7% | $155,602-75.8% | $77,692-51.4% |
| Participation rate | 84.7% | 63.1%+21.6pp | 78.2%+6.5pp | 70.6%+14.2pp |
| Annual return | 13.80% | 34.85%-21.1pp | 64.81%-51.0pp | 31.25%-17.5pp |
| Employer contribution / active EE | $1,568 | $1,989-21.2% | $4,675-66.5% | $2,726-42.5% |
| Participant deferral / active EE | $4,445 | $2,822+57.5% | $5,629-21.0% | $4,648-4.4% |
| Admin fee / account holder | $154 | $436-64.8% | $15,923-99.0% | $431-64.3% |