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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $74,637 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS Service code 28 325 2ND STREET · LAKE OSWEGO, OR 97034 | Investment Management | $36,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,139 | $110,282-88.1% | $102,434-87.2% | $199,960-93.4% |
| Participation rate | 83.4% | 86.3%-2.8pp | 76.5%+6.9pp | 72.0%+11.4pp |
| Annual return | 16.50% | 35.75%-19.3pp | 29.46%-13.0pp | 34.28%-17.8pp |
| Employer contribution / active EE | $506 | $3,603-86.0% | $3,023-83.3% | $3,036-83.3% |
| Participant deferral / active EE | $1,374 | $6,376-78.5% | $5,055-72.8% | $5,087-73.0% |
| Admin fee / account holder | $93 | $122-23.9% | $9,462-99.0% | $269-65.5% |