Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 DEPT LA 24682 · PASADENA, CA 91185 | Bank Trustee | $97,723 |
DUFF & PHELPS, LLC5+ years Filed as: DUFF & PHELPS Service code 34 · EIN 36-4090666 12595 COLLECTION CENTER DR · CHICAGO, IL 60693 | Valuation (appraisals, etc.) | $54,336 |
Service code 29 · EIN 16-0766172 1600 BAUSCH AND LOMB PLACE · ROCHESTER, NY 14604 | Legal | $541 |
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 | $7,743 | $40,984-81.1% | $90,974-91.5% | $93,223-91.7% |
| Participation rate | 100.0% | 59.7%+40.3pp | 69.0%+31.0pp | 74.9%+25.1pp |
| Annual return | 61.07% | 17.56%+43.5pp | 134.60%-73.5pp | 19.29%+41.8pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $1,856-100.0% | $3,373-100.0% | $4,563-100.0% |
| Admin fee / account holder | $8 | $75-89.7% | $5,961-99.9% | $79-90.2% |