Filed December 5, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $60,742 |
KATZ, SAPPER & MILLER10+ years Service code 10 · EIN 35-1090346 800 E 96TH STREET, · INDIANAPOLIS, IN 46240 | Accounting | $24,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,139 | $62,686-69.5% | $178,540-89.3% | $77,736-75.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 12.07% | 16.16%-4.1pp | 27.15%-15.1pp | 31.26%-19.2pp |
| Employer contribution / active EE | $1,187 | $1,914-38.0% | $3,953-70.0% | $2,728-56.5% |
| Participant deferral / active EE | $5,044 | $4,224+19.4% | $6,281-19.7% | $4,651+8.5% |
| Admin fee / account holder | $126 | $386-67.2% | $10,424-98.8% | $433-70.8% |