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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $63,896 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,408 |
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 | $47,612 | $54,237-12.2% | $90,324-47.3% | $67,582-29.5% |
| Participation rate | 55.1% | 68.6%-13.5pp | 73.3%-18.2pp | 71.3%-16.2pp |
| Annual return | 16.65% | 37.27%-20.6pp | 78.15%-61.5pp | 378.57%-361.9pp |
| Employer contribution / active EE | $1,684 | $1,846-8.8% | $2,856-41.0% | $2,148-21.6% |
| Participant deferral / active EE | $2,510 | $2,625-4.4% | $3,885-35.4% | $3,539-29.1% |
| Admin fee / account holder | $177 | $123+43.3% | $5,356-96.7% | $142+24.2% |