Filed November 10, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 37 · EIN 27-2037969 | Loan Processing | $5,916 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 61 | Finders' fees / placement fees | $0 |
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,603 | $76,552+125.5% | $123,892+39.3% | $62,891+174.4% |
| Participation rate | 72.4% | 73.0%-0.5pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 6.96% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,717 | $4,840+59.4% | $5,984+29.0% | $3,203+140.9% |
| Admin fee / account holder | $129 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |