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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $109,909 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $12,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,732 | $50,902+160.8% | $155,534-14.7% | $77,736+70.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.50% | 34.85%-23.3pp | 64.92%-53.4pp | 31.26%-19.8pp |
| Employer contribution / active EE | $10,215 | $1,991+413.0% | $4,675+118.5% | $2,728+274.5% |
| Participant deferral / active EE | $6,824 | $2,824+141.6% | $5,630+21.2% | $4,651+46.7% |
| Admin fee / account holder | $124 | $437-71.5% | $15,900-99.2% | $433-71.3% |