Filed December 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,528 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,041 | $38,165-18.7% | $189,758-83.6% | $69,255-55.2% |
| Participation rate | 90.3% | 66.7%+23.6pp | 79.8%+10.5pp | 69.0%+21.3pp |
| Annual return | 13.15% | 14.65%-1.5pp | 52.62%-39.5pp | 26.73%-13.6pp |
| Employer contribution / active EE | $5,656 | $1,589+256.0% | $4,767+18.7% | $2,645+113.8% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $98 | $714-86.2% | $20,388-99.5% | $733-86.6% |