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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $44,461 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,374 |
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 | $35,476 | $52,722-32.7% | $90,461-60.8% | $73,412-51.7% |
| Participation rate | 85.3% | 67.7%+17.6pp | 72.7%+12.6pp | 72.2%+13.2pp |
| Annual return | 12.30% | 20.70%-8.4pp | 1294.76%-1282.5pp | 59.30%-47.0pp |
| Employer contribution / active EE | $1,430 | $1,872-23.6% | $3,264-56.2% | $2,234-36.0% |
| Participant deferral / active EE | $2,246 | $2,810-20.1% | $3,964-43.4% | $3,806-41.0% |
| Admin fee / account holder | $91 | $117-21.9% | $5,617-98.4% | $158-42.2% |