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| Provider | Service type | Compensation |
|---|---|---|
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 27 1125 SOUTH 103RD STREET · OMAHA, NE 68124 | Advisory (Plan) | $30,201 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $28,861 |
DANA F. COLE & COMPANY, LLP1+ years Service code 10 · EIN 47-0526649 | Accounting | $12,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,429 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,446 | $54,320-36.6% | $67,652-49.1% | $52,331-34.2% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.7%+19.4pp | 68.1%+27.0pp |
| Annual return | 4.29% | 6.81%-2.5pp | 6625.40%-6621.1pp | 4.54%-0.3pp |
| Employer contribution / active EE | $1,925 | $1,544+24.7% | $2,266-15.0% | $1,882+2.3% |
| Participant deferral / active EE | $5,482 | $2,950+85.8% | $3,560+54.0% | $3,022+81.4% |
| Admin fee / account holder | $288 | $527-45.4% | $4,821-94.0% | $592-51.4% |