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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,526 |
ASCENSUS LLC8 years Filed as: PORTICO WEALTH ADVISORS Service code 27 17 E SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Advisory (Plan) | $13,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,286 | $55,472-52.6% | $155,567-83.1% | $74,546-64.7% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 11.32% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $3,870 | $2,269+70.6% | $4,674-17.2% | $2,624+47.5% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $188 | $1,743-89.2% | $15,916-98.8% | $1,944-90.3% |