Filed September 18, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRAGG FINANCIAL SERVICES2 years Service code 27 · EIN 56-1790087 | Advisory (Plan) | $21,798 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,030 | $52,293-73.2% | $178,490-92.1% | $73,409-80.9% |
| Participation rate | 71.2% | 65.3%+5.8pp | 81.9%-10.8pp | 72.2%-1.0pp |
| Annual return | 9.29% | 34.75%-25.5pp | 151.07%-141.8pp | 59.29%-50.0pp |
| Employer contribution / active EE | $855 | $1,735-50.7% | $5,011-82.9% | $2,234-61.7% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $48 | $127-62.0% | $13,984-99.7% | $158-69.3% |