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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 | $101,591+76.8% | $147,096+22.1% | $74,429+141.3% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 12.93% | 8746.45%-8733.5pp | 419.75%-406.8pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $5,661 | $3,813+48.5% | $4,936+14.7% | $2,625+115.7% |
| Participant deferral / active EE | $10,557 | $7,302+44.6% | $8,071+30.8% | $4,348+142.8% |
| Admin fee / account holder | $254 | $1,750-85.5% | $13,005-98.0% | $1,944-86.9% |