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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Service code 50 57 OAK SHADE RD. · GAITHERSBURG, MD 20878 | Direct Payment | $30,000 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,030 | $91,424+93.6% | $135,942+30.2% | $71,495+147.6% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.1pp |
| Annual return | 18.36% | 29.90%-11.5pp | 68.28%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $6,817 | $3,704+84.0% | $4,858+40.3% | $2,589+163.3% |
| Participant deferral / active EE | $10,866 | $7,092+53.2% | $7,759+40.0% | $4,291+153.2% |
| Admin fee / account holder | $238 | $1,266-81.2% | $10,764-97.8% | $1,588-85.0% |