Filed December 5, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,894 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,475 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,724 | $51,223+73.2% | $82,763+7.2% | $66,949+32.5% |
| Participation rate | 83.6% | 67.9%+15.7pp | 72.6%+11.0pp | 69.8%+13.8pp |
| Annual return | -8.69% | -9.85%+1.2pp | 702.45%-711.1pp | 1.57%-10.3pp |
| Employer contribution / active EE | $5,161 | $2,611+97.7% | $3,008+71.6% | $2,545+102.8% |
| Participant deferral / active EE | $9,770 | $3,460+182.3% | $4,395+122.3% | $4,239+130.5% |
| Admin fee / account holder | $146 | $415-65.0% | $5,325-97.3% | $594-75.5% |