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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS Service code 26 100 CRESCENT COURT · DALLAS, TX 75211 | Advisory (Participants) | $20,000 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,832 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,047 |
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 | $153,902 | $122,042+26.1% | $184,243-16.5% | $74,429+106.8% |
| Participation rate | 90.1% | 85.5%+4.6pp | 86.8%+3.2pp | 67.2%+22.8pp |
| Annual return | 16.43% | 19.91%-3.5pp | 28.82%-12.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $8,899 | $4,538+96.1% | $6,427+38.5% | $2,625+239.0% |
| Participant deferral / active EE | $16,518 | $7,143+131.3% | $9,132+80.9% | $4,348+279.9% |
| Admin fee / account holder | $200 | $1,252-84.0% | $13,914-98.6% | $1,944-89.7% |