Filed November 10, 2014
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $9,823 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Custodial (securities); Claims proces... | $7,400 |
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 | $75,978 | $43,344+75.3% | $59,899+26.8% | $64,173+18.4% |
| Participation rate | 89.8% | 69.2%+20.6pp | 74.7%+15.1pp | 69.6%+20.2pp |
| Annual return | -5.52% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,340 | $2,030+163.1% | $2,723+96.1% | $2,381+124.3% |
| Participant deferral / active EE | $5,747 | $2,547+125.6% | $3,402+68.9% | $3,470+65.6% |
| Admin fee / account holder | $48 | $3,008-98.4% | $3,592-98.7% | $4,887-99.0% |