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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $50,229 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 15 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $8,229 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER Service code 10 · EIN 36-2897372 | Accounting | $8,060 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,599 | $78,562-38.1% | $105,608-54.0% | $74,429-34.7% |
| Participation rate | 98.8% | 72.8%+26.0pp | 75.3%+23.5pp | 67.2%+31.6pp |
| Annual return | 13.56% | 15.94%-2.4pp | 116.50%-102.9pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $639 | $2,521-74.6% | $3,167-79.8% | $2,625-75.6% |
| Participant deferral / active EE | $4,717 | $4,321+9.2% | $5,010-5.8% | $4,348+8.5% |
| Admin fee / account holder | $233 | $2,217-89.5% | $11,028-97.9% | $1,944-88.0% |