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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $1,479 |
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS Service code 27 17 EAST SIR DRAKE BLVD · LARKSPUR, CA 94939 | Advisory (Plan) | $788 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,718 | $46,732-59.9% | $156,551-88.0% | $55,167-66.1% |
| Participation rate | 27.0% | 65.8%-38.8pp | 84.0%-57.0pp | 69.0%-42.0pp |
| Annual return | 5.49% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,240 | $2,204-43.7% | $4,871-74.5% | $3,054-59.4% |
| Admin fee / account holder | $62 | $418-85.2% | $13,028-99.5% | $504-87.7% |