Filed June 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $180,904 |
HUMAN INTEREST ADVISOR LLC2 years Filed as: HUMAN INVESTING Service code 17 6000 MEADOWS RD · LAKE OSWEGO, OR 97035 | Pension Consulting | $67,200 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $20,168 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,079 | $48,744-52.7% | $93,696-75.4% | $199,960-88.5% |
| Participation rate | 77.5% | 63.7%+13.8pp | 68.7%+8.8pp | 72.0%+5.5pp |
| Annual return | 9.51% | 15.36%-5.8pp | 133.74%-124.2pp | 34.28%-24.8pp |
| Employer contribution / active EE | $641 | $1,140-43.7% | $2,422-73.5% | $3,036-78.9% |
| Participant deferral / active EE | $1,915 | $2,825-32.2% | $4,417-56.7% | $5,087-62.4% |
| Admin fee / account holder | $89 | $195-54.4% | $8,287-98.9% | $269-66.9% |