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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS Service code 26 100 CRESCENT COURT, · DALLAS, TX 75211 | Advisory (Participants) | $20,000 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $10,578 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,177 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,670 | $102,661+23.4% | $151,645-16.5% | $66,949+89.2% |
| Participation rate | 90.4% | 85.5%+4.8pp | 87.5%+2.9pp | 69.8%+20.5pp |
| Annual return | -16.57% | -10.81%-5.8pp | 3.34%-19.9pp | 1.57%-18.1pp |
| Employer contribution / active EE | $18,530 | $4,184+342.9% | $6,165+200.6% | $2,545+628.0% |
| Participant deferral / active EE | $12,957 | $6,645+95.0% | $8,363+54.9% | $4,239+205.7% |
| Admin fee / account holder | $233 | $630-63.0% | $11,614-98.0% | $594-60.7% |