Filed September 12, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $47,576 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $29,499 |
HARRIS, HARVEY, NEAL & CO., LLP5+ 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 | $59,058 | $88,515-33.3% | $162,185-63.6% | $67,582-12.6% |
| Participation rate | 92.7% | 86.8%+5.9pp | 87.6%+5.1pp | 71.3%+21.4pp |
| Annual return | 23.99% | 27.04%-3.1pp | 115.61%-91.6pp | 378.57%-354.6pp |
| Employer contribution / active EE | $2,725 | $3,563-23.5% | $5,613-51.5% | $2,148+26.9% |
| Participant deferral / active EE | $4,959 | $5,724-13.4% | $7,297-32.0% | $3,539+40.1% |
| Admin fee / account holder | $222 | $124+79.9% | $10,844-97.9% | $142+56.4% |