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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $100,875 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 135 E. WASHINGTON ROW · SANDUSKY, OH 44870 | Advisory (Plan) | $41,592 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $14,519 |
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 | $54,314 | $62,928-13.7% | $172,752-68.6% | $67,579-19.6% |
| Participation rate | 98.9% | 64.5%+34.5pp | 82.6%+16.3pp | 71.3%+27.6pp |
| Annual return | 24.94% | 30.36%-5.4pp | 802.97%-778.0pp | 378.56%-353.6pp |
| Employer contribution / active EE | $3,045 | $1,636+86.1% | $5,144-40.8% | $2,148+41.8% |
| Participant deferral / active EE | $3,564 | $2,145+66.2% | $5,198-31.4% | $3,539+0.7% |
| Admin fee / account holder | $138 | $167-17.0% | $13,955-99.0% | $142-2.8% |