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.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 DEPT LA 24682 · PASADENA, CA 91185 | Bank Trustee | $72,269 |
DUFF & PHELPS, LLC4+ years Filed as: DUFF & PHELPS Service code 34 · EIN 36-4090666 12595 COLLECTION CENTER D · CHICAGO, IL 60693 | Valuation (appraisals, etc.) | $52,792 |
K&L GATES4+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 210 SIXTH AVENUE · PITSBURGH, PA 15222 | Legal | $4,592 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,015 | $100,179-95.0% | $84,029-94.0% | $89,609-94.4% |
| Participation rate | 100.0% | 54.1%+45.9pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.11% | 22.50%-16.4pp | 71.32%-65.2pp | 33.65%-27.5pp |
| Employer contribution / active EE | $0 | $816-100.0% | $1,984-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,222-100.0% |
| Admin fee / account holder | $7 | $72-90.8% | $6,102-99.9% | $72-90.8% |