Filed September 12, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $41,509 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $20,000 |
HARRIS, HARVEY, NEAL & CO., LLP3+ years Service code 10 · EIN 54-0643136 | Accounting | $6,799 |
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 | $52,037 | $81,537-36.2% | $149,721-65.2% | $69,631-25.3% |
| Participation rate | 91.6% | 86.1%+5.5pp | 87.1%+4.5pp | 70.7%+20.9pp |
| Annual return | 16.06% | 22.79%-6.7pp | 1501.67%-1485.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,371 | $3,239-26.8% | $5,444-56.5% | $2,032+16.7% |
| Participant deferral / active EE | $4,196 | $4,994-16.0% | $6,568-36.1% | $3,224+30.2% |
| Admin fee / account holder | $89 | $107-16.5% | $11,282-99.2% | $110-19.2% |