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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,615 |
Filed as: WTRISC ALLIANCE Service code 12 2800 NORTH CENTRAL AVENUE SUITE 900 · PHOENIX, AZ 85004 | Account maintenance fees; Custodial (... | $5,887 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 | Trustee (directed); Claims processing... | $5,761 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 · EIN 62-1868111 | Recordkeeping | $0 |
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 | $53,065 | $50,898+4.3% | $171,082-69.0% | $55,167-3.8% |
| Participation rate | 96.5% | 63.3%+33.2pp | 76.7%+19.8pp | 69.0%+27.5pp |
| Annual return | 6.22% | 15.34%-9.1pp | 32.56%-26.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,933 | $1,433+34.9% | $4,002-51.7% | $1,963-1.5% |
| Participant deferral / active EE | $3,650 | $2,994+21.9% | $4,797-23.9% | $3,054+19.5% |
| Admin fee / account holder | $64 | $500-87.2% | $8,520-99.3% | $504-87.3% |