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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $15,906 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 26 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 070866761 | Advisory (Participants) | $11,811 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,651 | $58,895+50.5% | $178,503-50.3% | $73,497+20.6% |
| Participation rate | 92.5% | 66.2%+26.3pp | 81.9%+10.6pp | 70.7%+21.8pp |
| Annual return | 3.86% | 24.86%-21.0pp | 151.12%-147.3pp | 28.51%-24.7pp |
| Employer contribution / active EE | $5,284 | $2,236+136.3% | $5,011+5.4% | $2,270+132.8% |
| Participant deferral / active EE | $3,165 | $2,567+23.3% | $5,202-39.2% | $3,740-15.4% |
| Admin fee / account holder | $180 | $400-55.0% | $13,987-98.7% | $513-64.9% |