Filed January 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $227,023 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Custodial (securit... | $34,487 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $45,634 | $34,220+33.4% | $73,837-38.2% | $59,188-22.9% |
| Participation rate | 97.6% | 59.1%+38.5pp | 73.4%+24.1pp | 69.4%+28.2pp |
| Annual return | 2.23% | 3.36%-1.1pp | 2268.13%-2265.9pp | 5.51%-3.3pp |
| Employer contribution / active EE | $3,007 | $1,480+103.2% | $2,788+7.9% | $2,098+43.3% |
| Participant deferral / active EE | $4,887 | $2,035+140.1% | $3,583+36.4% | $3,265+49.7% |
| Admin fee / account holder | $102 | $64+59.5% | $4,882-97.9% | $92+10.8% |