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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $83,699 |
KATZ, SAPPER & MILLER3 years Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $16,306 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $7,317 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,510 | $99,168-69.2% | $96,534-68.4% | $74,460-59.0% |
| Participation rate | 98.9% | 80.7%+18.2pp | 76.0%+22.9pp | 70.7%+28.2pp |
| Annual return | 15.34% | 22.40%-7.1pp | 25.88%-10.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $659 | $2,570-74.3% | $2,965-77.8% | $2,638-75.0% |
| Participant deferral / active EE | $3,621 | $4,936-26.6% | $4,851-25.3% | $4,530-20.1% |
| Admin fee / account holder | $241 | $225+7.0% | $8,253-97.1% | $348-30.8% |