Filed January 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $129,070 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,395 | $89,067+25.1% | $102,423+8.8% | $77,714+43.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.53% | 25.01%-10.5pp | 29.42%-14.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $6,207 | $2,699+129.9% | $3,023+105.3% | $2,727+127.6% |
| Participant deferral / active EE | $9,455 | $5,147+83.7% | $5,054+87.1% | $4,649+103.4% |
| Admin fee / account holder | $169 | $236-28.3% | $9,455-98.2% | $433-61.0% |