Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $23,484 |
SEQUOIA FINANCIAL ADVISORS LLC2+ years Filed as: SEQUOIA FINANCIAL ADVISORS,LLC Service code 27 3500 EMBASSY PARKWAY · AKRON, OH 44333 | Advisory (Plan) | $5,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,106 | $39,859-49.6% | $78,689-74.4% | $57,658-65.1% |
| Participation rate | 54.8% | 66.1%-11.3pp | 73.6%-18.8pp | 70.2%-15.5pp |
| Annual return | 11.34% | 18.96%-7.6pp | 62.18%-50.8pp | 5.13%+6.2pp |
| Employer contribution / active EE | $1,195 | $1,786-33.1% | $2,851-58.1% | $1,974-39.4% |
| Participant deferral / active EE | $1,843 | $2,248-18.0% | $3,517-47.6% | $3,061-39.8% |
| Admin fee / account holder | $158 | $76+106.9% | $4,510-96.5% | $95+66.8% |