Filed January 6, 2017
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $56,653 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $24,875 |
TANNER LLC1 year Filed as: TANNER ACCOUNTANTS & ADVISORS Service code 10 36 SOUTH STATE STREET · SALT LAKE CITY, UT 84111 | Accounting | $13,567 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $7,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,258 | $92,971-47.0% | $96,683-49.1% | $74,419-33.8% |
| Participation rate | 99.0% | 71.5%+27.4pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 18.31% | 37.49%-19.2pp | 35.69%-17.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,842 | $3,426-17.0% | $3,737-23.9% | $2,637+7.8% |
| Participant deferral / active EE | $5,379 | $3,970+35.5% | $4,878+10.3% | $4,528+18.8% |
| Admin fee / account holder | $227 | $633-64.1% | $6,730-96.6% | $348-34.8% |