Filed July 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $55,312 |
MONETA GROUP LLC6+ years Filed as: MONETA GRP INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-1903821 | Investment Management | $28,962 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,766 |
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 | $50,425 | $79,519-36.6% | $95,960-47.5% | $73,412-31.3% |
| Participation rate | 99.4% | 81.2%+18.2pp | 77.1%+22.3pp | 72.2%+27.2pp |
| Annual return | 13.68% | 19.20%-5.5pp | 91.63%-78.0pp | 59.30%-45.6pp |
| Employer contribution / active EE | $1,839 | $2,048-10.2% | $2,541-27.6% | $2,234-17.7% |
| Participant deferral / active EE | $3,493 | $4,138-15.6% | $4,167-16.2% | $3,806-8.2% |
| Admin fee / account holder | $257 | $184+39.6% | $6,797-96.2% | $158+62.9% |