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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $63,778 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 50 7316 WISCONSIN AVE. · BETHSADA, MD 20814 | Direct Payment | $50,000 |
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 | $0 | $99,957-100.0% | $149,730-100.0% | $73,493-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 18.47% | 53.87%-35.4pp | 276.70%-258.2pp | 28.51%-10.0pp |
| Employer contribution / active EE | $6,892 | $3,191+116.0% | $4,645+48.4% | $2,270+203.6% |
| Participant deferral / active EE | $8,951 | $6,073+47.4% | $6,843+30.8% | $3,740+139.3% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |