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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $20,097 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $7,452 |
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 | $89,621 | $60,349+48.5% | $74,184+20.8% | $62,881+42.5% |
| Participation rate | 94.3% | 72.7%+21.5pp | 76.6%+17.6pp | 69.3%+24.9pp |
| Annual return | 7.81% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $808 | $1,680-51.9% | $2,370-65.9% | $2,281-64.6% |
| Participant deferral / active EE | $6,676 | $2,856+133.7% | $3,550+88.1% | $3,203+108.4% |
| Admin fee / account holder | $103 | $4,261-97.6% | $5,586-98.2% | $4,296-97.6% |