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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $73,369 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $28,639 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Claims proc... | $17,224 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,624 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,065 | $37,196+77.6% | $154,108-57.1% | $55,725+18.6% |
| Participation rate | 80.1% | 64.1%+16.0pp | 83.0%-3.0pp | 70.9%+9.2pp |
| Annual return | -5.07% | 1319.68%-1324.7pp | 735.21%-740.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,035 | $1,614+88.0% | $5,298-42.7% | $2,078+46.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $161 | $102+58.2% | $13,411-98.8% | $115+39.5% |