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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $26,565 |
PENSION ASSURANCE LLP1 year Filed as: PENSION RETIREMENT GROUP Service code 50 19 25TH STREET · ROANOKE, VA 24014 | Direct Payment | $23,117 |
Filed as: FOTI, FLYNN, LOWEN & CO., P.C. Service code 10 501 SOUTH JEFFERSON STREET · ROANOKE, VA 24028 | Accounting | $9,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,959 | $55,453-67.6% | $170,435-89.5% | $62,293-71.2% |
| Participation rate | 98.5% | 66.4%+32.2pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 18.73% | 21.38%-2.6pp | 205.94%-187.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,499 | $2,164-30.7% | $5,432-72.4% | $2,042-26.6% |
| Participant deferral / active EE | $1,353 | $2,303-41.2% | $4,939-72.6% | $3,169-57.3% |
| Admin fee / account holder | $185 | $455-59.4% | $13,881-98.7% | $479-61.5% |