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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $62,907 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD. 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $44,133 |
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 | $34,698 | $43,999-21.1% | $79,467-56.3% | $55,725-37.7% |
| Participation rate | 67.9% | 66.9%+1.0pp | 73.3%-5.5pp | 70.9%-3.0pp |
| Annual return | -1.91% | 1.81%-3.7pp | 718.30%-720.2pp | 244.93%-246.8pp |
| Employer contribution / active EE | $1,329 | $1,830-27.3% | $2,800-52.5% | $2,078-36.0% |
| Participant deferral / active EE | $1,988 | $2,538-21.7% | $3,704-46.3% | $3,356-40.8% |
| Admin fee / account holder | $152 | $118+29.3% | $5,104-97.0% | $115+32.0% |