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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 50 57 OAK SHADE RD. · GAITHERSBURG, MD 20878 | Direct Payment | $40,000 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,814 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $13,026 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,620 | $101,672+76.7% | $147,117+22.1% | $74,478+141.2% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 12.93% | 8757.83%-8744.9pp | 420.54%-407.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $5,661 | $3,813+48.5% | $4,932+14.8% | $2,626+115.6% |
| Participant deferral / active EE | $10,557 | $7,305+44.5% | $8,065+30.9% | $4,350+142.7% |
| Admin fee / account holder | $254 | $1,753-85.5% | $12,993-98.0% | $1,946-86.9% |