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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $10,368 |
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $8,874 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,146 | $84,236-79.6% | $170,435-89.9% | $70,126-75.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,856 | $3,387-45.2% | $5,432-65.8% | $2,343-20.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $174 | $5,698-97.0% | $13,881-98.7% | $4,645-96.3% |