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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $29,838 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $20,488 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $17,065 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,044 | $46,173-4.6% | $170,435-74.2% | $69,631-36.7% |
| Participation rate | 97.8% | 63.9%+33.9pp | 83.6%+14.2pp | 70.7%+27.1pp |
| Annual return | 20.82% | 21.62%-0.8pp | 205.94%-185.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,750 | $1,610+8.7% | $5,432-67.8% | $2,032-13.9% |
| Participant deferral / active EE | $4,251 | $2,080+104.3% | $4,939-13.9% | $3,224+31.9% |
| Admin fee / account holder | $57 | $116-51.1% | $13,881-99.6% | $110-48.7% |