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 | $46,464-33.2% | $150,298-79.3% | $79,634-61.0% |
| Participation rate | 90.3% | 57.0%+33.3pp | 77.8%+12.5pp | 62.5%+27.8pp |
| Annual return | 13.15% | 27.89%-14.7pp | 62.79%-49.6pp | 36.46%-23.3pp |
| Employer contribution / active EE | $5,656 | $1,512+274.2% | $4,154+36.2% | $2,529+123.6% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $98 | $891-89.0% | $14,116-99.3% | $1,002-90.2% |