Filed September 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 49 · EIN 27-2037969 | Other Services | $23,653 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,101 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $89,157 | $43,423+105.3% | $78,676+13.3% | $55,167+61.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.18% | 11.53%-3.3pp | 62.19%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $6,134 | $1,997+207.2% | $2,850+115.2% | $1,963+212.5% |
| Participant deferral / active EE | $7,756 | $2,509+209.2% | $3,517+120.5% | $3,054+153.9% |
| Admin fee / account holder | $14 | $416-96.7% | $4,510-99.7% | $504-97.2% |