Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $37,610 |
Filed as: SEQUOIA FINANCIAL ADVISORS, LLC Service code 27 3500 EMBASSY PARKWAY · AKRON, OH 44333 | Advisory (Plan) | $8,308 |
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 | $35,128 | $54,237-35.2% | $90,281-61.1% | $67,579-48.0% |
| Participation rate | 56.6% | 68.6%-12.1pp | 73.3%-16.7pp | 71.3%-14.7pp |
| Annual return | 20.39% | 37.27%-16.9pp | 78.10%-57.7pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,424 | $1,846-22.9% | $2,854-50.1% | $2,148-33.7% |
| Participant deferral / active EE | $2,164 | $2,625-17.6% | $3,885-44.3% | $3,539-38.9% |
| Admin fee / account holder | $239 | $123+93.8% | $5,351-95.5% | $142+68.1% |