Filed July 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $59,175 |
MONETA GROUP LLC2 years Filed as: MONETA GRP. INVESTMENT ADVISORS LLC Service code 28 · EIN 20-1903821 | Investment Management | $38,528 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,744 | $88,890-37.3% | $102,423-45.6% | $77,643-28.2% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+26.0pp |
| Annual return | 12.53% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,129 | $2,698-21.1% | $3,023-29.6% | $2,726-21.9% |
| Participant deferral / active EE | $4,075 | $5,145-20.8% | $5,053-19.3% | $4,647-12.3% |
| Admin fee / account holder | $227 | $235-3.7% | $9,451-97.6% | $430-47.3% |