Filed November 10, 2014
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Account maintenanc... | $17,211 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Trustee (directed)... | $6,496 |
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 | $64,958 | $40,275+61.3% | $57,356+13.3% | $59,633+8.9% |
| Participation rate | 89.2% | 69.1%+20.0pp | 75.1%+14.1pp | 68.7%+20.5pp |
| Annual return | -0.70% | 27.52%-28.2pp | 24.41%-25.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $5,155 | $1,921+168.3% | $2,689+91.7% | $2,203+134.0% |
| Participant deferral / active EE | $5,210 | $2,400+117.1% | $3,162+64.8% | $3,192+63.2% |
| Admin fee / account holder | $56 | $2,820-98.0% | $3,357-98.3% | $4,297-98.7% |