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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 51-6041053 | Other Services | $110,532 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $15,307 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,927 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,391 | $84,493+120.6% | $125,381+48.7% | $66,938+178.5% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.4pp |
| Annual return | -17.05% | -8.49%-8.6pp | 572.31%-589.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $16,104 | $3,554+353.2% | $4,815+234.4% | $2,545+532.7% |
| Participant deferral / active EE | $12,569 | $6,783+85.3% | $7,448+68.8% | $4,238+196.6% |
| Admin fee / account holder | $16 | $685-97.6% | $10,007-99.8% | $594-97.3% |