Filed July 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $40,858 |
MONETA GROUP LLC2+ years Filed as: MONETA GRP INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-1903821 | Investment Management | $22,859 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,334 | $60,165-39.6% | $74,184-51.0% | $55,167-34.1% |
| Participation rate | 95.8% | 74.2%+21.6pp | 76.6%+19.1pp | 69.0%+26.8pp |
| Annual return | 7.38% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,695 | $1,600+6.0% | $2,370-28.5% | $1,963-13.6% |
| Participant deferral / active EE | $2,520 | $2,973-15.2% | $3,550-29.0% | $3,054-17.5% |
| Admin fee / account holder | $257 | $419-38.8% | $5,586-95.4% | $504-49.1% |