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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Direct payment fr... | $15,571 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Account maintenance fees; Claims proc... | $6,065 |
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 | $96,917 | $75,832+27.8% | $147,617-34.3% | $59,633+62.5% |
| Participation rate | 85.9% | 71.6%+14.3pp | 84.6%+1.3pp | 68.7%+17.2pp |
| Annual return | -2.57% | 0.37%-2.9pp | 61.98%-64.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $5,621 | $3,485+61.3% | $5,564+1.0% | $2,203+155.2% |
| Participant deferral / active EE | $4,688 | $3,131+49.8% | $4,895-4.2% | $3,192+46.9% |
| Admin fee / account holder | $31 | $5,986-99.5% | $11,612-99.7% | $4,297-99.3% |