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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $23,049 |
DK WEISS & ASSOCIATES, PLLC2 years Filed as: D.K. WEISS & ASSOCIATES PLLC Service code 10 · EIN 30-0022324 | Accounting | $7,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,957 | $48,576-75.4% | $169,452-92.9% | $56,287-78.8% |
| Participation rate | 93.1% | 65.8%+27.2pp | 77.8%+15.3pp | 69.9%+23.2pp |
| Annual return | -6.16% | -2.51%-3.6pp | 1.83%-8.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $415 | $1,559-73.4% | $4,157-90.0% | $2,111-80.3% |
| Participant deferral / active EE | $2,071 | $3,275-36.8% | $5,277-60.8% | $3,350-38.2% |
| Admin fee / account holder | $52 | $435-88.0% | $9,110-99.4% | $521-90.0% |