Filed July 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $37,375 |
MONETA GROUP LLC3+ years Filed as: MONETA GRP INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-1903821 | Investment Management | $24,470 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $5,300 |
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 | $40,994 | $69,305-40.8% | $82,312-50.2% | $69,631-41.1% |
| Participation rate | 96.1% | 80.3%+15.9pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 18.15% | 21.47%-3.3pp | 25.88%-7.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,666 | $1,887-11.7% | $2,428-31.4% | $2,032-18.0% |
| Participant deferral / active EE | $2,691 | $3,568-24.6% | $3,706-27.4% | $3,224-16.5% |
| Admin fee / account holder | $227 | $97+133.3% | $5,608-96.0% | $110+105.3% |