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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $51,187 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD. 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $17,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,568 | $38,925-6.1% | $73,836-50.5% | $55,191-33.7% |
| Participation rate | 54.4% | 66.0%-11.6pp | 73.4%-19.1pp | 69.2%-14.8pp |
| Annual return | 2.12% | 6.31%-4.2pp | 2268.06%-2265.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,231 | $1,695-27.4% | $2,787-55.8% | $1,899-35.2% |
| Participant deferral / active EE | $1,699 | $2,351-27.7% | $3,583-52.6% | $3,046-44.2% |
| Admin fee / account holder | $127 | $83+53.6% | $4,882-97.4% | $91+40.2% |