Filed September 6, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 DEPT LA 24682 · PASADENA, CA 91185 | Bank Trustee | $71,625 |
DUFF & PHELPS, LLC3+ years Filed as: DUFF & PHELPS Service code 34 · EIN 36-4090666 12595 COLLECTION CENTER D · CHICAGO, IL 60693 | Valuation (appraisals, etc.) | $52,858 |
EVERCORE TRUST COMPANY3+ years Filed as: EVERCORE Service code 21 · EIN 26-4691954 PO BOX 5319 · NEW YORK, NY 10150 | Bank Trustee | $25,263 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $7,800 |
K&L GATES3+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $7,372 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,502 | $38,510-88.3% | $74,549-94.0% | $73,367-93.9% |
| Participation rate | 100.0% | 53.5%+46.5pp | 69.1%+30.9pp | 69.5%+30.5pp |
| Annual return | -4.80% | -0.94%-3.9pp | 32.54%-37.3pp | 173.45%-178.3pp |
| Employer contribution / active EE | $9 | $774-98.9% | $1,961-99.6% | $2,499-99.7% |
| Participant deferral / active EE | $0 | $1,421-100.0% | $3,108-100.0% | $4,033-100.0% |
| Admin fee / account holder | $7 | $52-85.6% | $5,059-99.9% | $68-89.0% |