Filed August 29, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $106,034 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $55,620 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 51 · EIN 27-2037969 | Investment Mgmt Fees | $7,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,572 | $99,442-26.0% | $113,397-35.1% | $71,012+3.6% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.5%+16.9pp | 58.6%+34.8pp |
| Annual return | -90.90% | 17.93%-108.8pp | 23.20%-114.1pp | 37.67%-128.6pp |
| Employer contribution / active EE | $5,718 | $3,068+86.4% | $2,977+92.1% | $2,348+143.6% |
| Participant deferral / active EE | $11,114 | $4,915+126.1% | $5,076+118.9% | $3,246+242.4% |
| Admin fee / account holder | $372 | $535-30.5% | $11,957-96.9% | $1,167-68.2% |