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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 | $55,446-52.6% | $155,574-83.1% | $74,429-64.7% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 11.32% | 269.20%-257.9pp | 64.87%-53.5pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $3,870 | $2,266+70.8% | $4,676-17.2% | $2,625+47.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $188 | $1,743-89.2% | $15,914-98.8% | $1,944-90.3% |