Filed May 10, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Recordkeeping and ... | $141,497 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $30,964 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST COMPANY Service code 12 · EIN 51-0099033 | Account maintenance fees; Custodial (... | $14,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,519 | $75,760+67.0% | $123,105+2.8% | $59,188+113.8% |
| Participation rate | 82.1% | 86.0%-4.0pp | 86.8%-4.7pp | 69.4%+12.7pp |
| Annual return | 22.60% | 2.93%+19.7pp | 13.22%+9.4pp | 5.51%+17.1pp |
| Employer contribution / active EE | $2,781 | $3,415-18.6% | $5,151-46.0% | $2,098+32.6% |
| Participant deferral / active EE | $4,320 | $5,000-13.6% | $6,229-30.7% | $3,265+32.3% |
| Admin fee / account holder | $18 | $61-70.7% | $9,014-99.8% | $92-80.7% |