Filed November 10, 2016
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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $102,577 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $27,420 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $13,411 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,422 | $47,163+193.5% | $149,696-7.5% | $74,460+85.9% |
| Participation rate | 88.4% | 63.4%+24.9pp | 78.8%+9.6pp | 70.7%+17.6pp |
| Annual return | 12.80% | 22.75%-10.0pp | 134.46%-121.7pp | 34.38%-21.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $285 | $343-16.9% | $13,212-97.8% | $348-18.0% |