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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $88,446 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 135 E. WASHINGTON ROW · SANDUSKY, OH 44870 | Advisory (Plan) | $40,200 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $10,134 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,807 | $52,293+27.8% | $178,499-62.6% | $73,412-9.0% |
| Participation rate | 98.7% | 65.3%+33.3pp | 81.9%+16.7pp | 72.2%+26.5pp |
| Annual return | 22.82% | 34.75%-11.9pp | 151.10%-128.3pp | 59.30%-36.5pp |
| Employer contribution / active EE | $3,106 | $1,735+79.0% | $5,011-38.0% | $2,234+39.0% |
| Participant deferral / active EE | $3,748 | $2,332+60.7% | $5,202-27.9% | $3,806-1.5% |
| Admin fee / account holder | $116 | $127-9.2% | $13,986-99.2% | $158-26.8% |