Filed November 10, 2014
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $15,444 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (directed); Custodial (securi... | $6,520 |
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 | $70,063 | $39,132+79.0% | $57,196+22.5% | $62,881+11.4% |
| Participation rate | 85.1% | 70.5%+14.7pp | 75.3%+9.8pp | 69.3%+15.8pp |
| Annual return | 8.08% | 9.24%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $5,258 | $1,874+180.6% | $2,683+96.0% | $2,281+130.5% |
| Participant deferral / active EE | $5,006 | $2,374+110.8% | $3,096+61.7% | $3,203+56.3% |
| Admin fee / account holder | $51 | $2,594-98.0% | $3,141-98.4% | $4,296-98.8% |