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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $16,041 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD., 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,530 |
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 | $32,516 | $42,546-23.6% | $71,796-54.7% | $55,167-41.1% |
| Participation rate | 78.6% | 59.1%+19.5pp | 69.1%+9.5pp | 69.0%+9.6pp |
| Annual return | 8.12% | 12.36%-4.2pp | 78.04%-69.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,648 | $803+105.1% | $1,924-14.4% | $1,963-16.0% |
| Participant deferral / active EE | $2,675 | $2,064+29.6% | $2,794-4.3% | $3,054-12.4% |
| Admin fee / account holder | $199 | $650-69.4% | $4,815-95.9% | $504-60.6% |