Filed September 12, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $40,826 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,913 |
HARRIS, HARVEY, NEAL & CO., LLP4+ years Service code 10 · EIN 54-0643136 | Accounting | $6,800 |
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 | $53,924 | $80,005-32.6% | $140,019-61.5% | $55,725-3.2% |
| Participation rate | 90.3% | 87.0%+3.3pp | 87.5%+2.8pp | 70.9%+19.5pp |
| Annual return | -3.97% | 0.46%-4.4pp | 651.17%-655.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,595 | $3,403-23.7% | $5,605-53.7% | $2,078+24.9% |
| Participant deferral / active EE | $4,714 | $5,264-10.4% | $6,927-31.9% | $3,356+40.5% |
| Admin fee / account holder | $113 | $116-2.7% | $10,705-98.9% | $115-2.3% |