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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-4411131 | Recordkeeping fees; Recordkeeping and... | $27,096 |
Filed as: UBS FINANCIAL ADVISORS Service code 26 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $13,522 |
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 | $211,597 | $52,967+299.5% | $172,753+22.5% | $65,186+224.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.25% | 30.12%-10.9pp | 803.00%-783.8pp | 29.39%-10.1pp |
| Employer contribution / active EE | $8,008 | $2,190+265.6% | $5,144+55.7% | $2,177+267.9% |
| Participant deferral / active EE | $5,809 | $2,471+135.1% | $5,198+11.8% | $3,514+65.3% |
| Admin fee / account holder | $180 | $472-61.9% | $13,956-98.7% | $847-78.8% |