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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 26 100 CRESCENT COURT · DALLAS, TX 75211 | Advisory (Participants) | $20,000 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,054 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,131 |
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 | $144,959 | $130,294+11.3% | $170,043-14.8% | $71,511+102.7% |
| Participation rate | 91.9% | 86.2%+5.8pp | 87.0%+4.9pp | 67.9%+24.0pp |
| Annual return | 18.52% | 20.36%-1.8pp | 53.40%-34.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $9,450 | $4,385+115.5% | $6,790+39.2% | $2,589+265.0% |
| Participant deferral / active EE | $14,468 | $6,928+108.9% | $10,410+39.0% | $4,291+237.2% |
| Admin fee / account holder | $223 | $966-76.9% | $12,824-98.3% | $1,588-85.9% |