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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $52,795 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Sub-transfer agen... | $28,642 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,352 | $37,117-31.7% | $147,617-82.8% | $55,191-54.1% |
| Participation rate | 73.5% | 63.6%+9.9pp | 84.6%-11.1pp | 69.2%+4.3pp |
| Annual return | -1.58% | 3.44%-5.0pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,509 | $1,620-6.9% | $5,565-72.9% | $1,899-20.5% |
| Participant deferral / active EE | $1,409 | $1,985-29.0% | $4,895-71.2% | $3,046-53.8% |
| Admin fee / account holder | $168 | $86+96.6% | $11,611-98.6% | $91+85.3% |