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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WTRISC ALLIANCE Service code 12 2800 NORTH CENTRAL AVENUE SUITE 900 · PHOENIX, AZ 85004 | Custodial (securities); Trustee (dire... | $9,650 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 | Trustee (bank, trust company, or simi... | $8,219 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 · EIN 62-1868111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,945 | $48,576+9.0% | $169,452-68.8% | $56,289-5.9% |
| Participation rate | 99.5% | 65.8%+33.6pp | 77.8%+21.7pp | 69.9%+29.6pp |
| Annual return | -4.78% | -2.51%-2.3pp | 1.83%-6.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,064 | $1,559+32.4% | $4,157-50.4% | $2,111-2.3% |
| Participant deferral / active EE | $4,321 | $3,275+31.9% | $5,277-18.1% | $3,350+29.0% |
| Admin fee / account holder | $36 | $435-91.7% | $9,110-99.6% | $521-93.1% |