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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $60,267 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 26 · EIN 90-0142264 | Advisory (Participants) | $27,301 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $13,321 |
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 | $69,426 | $62,928+10.3% | $172,752-59.8% | $67,579+2.7% |
| Participation rate | 82.0% | 64.5%+17.5pp | 82.6%-0.7pp | 71.3%+10.7pp |
| Annual return | 19.20% | 30.36%-11.2pp | 802.97%-783.8pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,012 | $1,636+23.0% | $5,144-60.9% | $2,148-6.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $133 | $167-20.2% | $13,955-99.0% | $142-6.6% |