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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $26,421 |
DK WEISS & ASSOCIATES, PLLC2 years Filed as: D.K. WEISS, HOLT & ASSOCIATES PLLC Service code 10 · EIN 30-0022324 | Accounting | $7,800 |
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 | $15,911 | $62,132-74.4% | $185,835-91.4% | $73,493-78.4% |
| Participation rate | 91.1% | 67.8%+23.3pp | 78.0%+13.0pp | 70.7%+20.4pp |
| Annual return | 19.84% | 20.44%-0.6pp | 35.96%-16.1pp | 28.51%-8.7pp |
| Employer contribution / active EE | $550 | $1,681-67.3% | $4,087-86.5% | $2,270-75.8% |
| Participant deferral / active EE | $2,541 | $3,711-31.5% | $5,633-54.9% | $3,740-32.1% |
| Admin fee / account holder | $127 | $419-69.6% | $9,502-98.7% | $513-75.2% |