Filed January 6, 2017
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $88,385 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $56,835 |
TANNER LLC1 year Service code 10 PO BOX 5182 · DENVER, CO 80217 | Accounting | $7,278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,779 | $82,980-30.4% | $103,378-44.1% | $77,692-25.6% |
| Participation rate | 99.5% | 71.5%+27.9pp | 74.5%+24.9pp | 70.6%+28.9pp |
| Annual return | 13.20% | 19.11%-5.9pp | 24.91%-11.7pp | 31.25%-18.1pp |
| Employer contribution / active EE | $3,046 | $3,554-14.3% | $3,870-21.3% | $2,726+11.7% |
| Participant deferral / active EE | $5,765 | $4,109+40.3% | $5,058+14.0% | $4,648+24.0% |
| Admin fee / account holder | $265 | $639-58.5% | $8,401-96.8% | $431-38.5% |