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 | $36,002-13.8% | $161,489-80.8% | $64,728-52.0% |
| Participation rate | 90.3% | 57.4%+32.8pp | 78.7%+11.6pp | 57.9%+32.4pp |
| Annual return | 13.15% | 33.93%-20.8pp | 89.72%-76.6pp | 49.38%-36.2pp |
| Employer contribution / active EE | $5,656 | $1,380+310.0% | $4,268+32.5% | $2,243+152.2% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $98 | $931-89.4% | $16,006-99.4% | $1,145-91.4% |