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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $92,557 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 135 E. WASHINGTON ROW · SANDUSKY, OH 44870 | Advisory (Plan) | $41,463 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $10,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,969 | $37,196+45.1% | $154,108-65.0% | $55,725-3.2% |
| Participation rate | 99.5% | 64.1%+35.4pp | 83.0%+16.4pp | 70.9%+28.6pp |
| Annual return | 10.36% | 1319.68%-1309.3pp | 735.21%-724.8pp | 244.93%-234.6pp |
| Employer contribution / active EE | $3,510 | $1,614+117.4% | $5,298-33.7% | $2,078+68.9% |
| Participant deferral / active EE | $3,503 | $2,068+69.4% | $5,081-31.1% | $3,356+4.4% |
| Admin fee / account holder | $172 | $102+69.5% | $13,411-98.7% | $115+49.5% |