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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $21,118 |
Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $19,427 |
Filed as: CHARLES SCHWAB TRUST Service code 20 · EIN 75-3182674 | Trustee (discretionary); Trustee (dir... | $5,995 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,096 | $61,166-70.4% | $185,837-90.3% | $79,393-77.2% |
| Participation rate | 90.4% | 66.6%+23.8pp | 81.7%+8.7pp | 70.7%+19.7pp |
| Annual return | 11.48% | 19.45%-8.0pp | 122.08%-110.6pp | 116.87%-105.4pp |
| Employer contribution / active EE | $2,993 | $2,321+29.0% | $5,168-42.1% | $2,428+23.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $157 | $710-77.8% | $16,241-99.0% | $627-74.9% |