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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $56,338 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,587 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,256 | $47,766-34.6% | $82,763-62.2% | $64,824-51.8% |
| Participation rate | 95.8% | 67.7%+28.1pp | 72.6%+23.2pp | 71.5%+24.3pp |
| Annual return | -10.70% | -13.06%+2.4pp | 702.45%-713.1pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,587 | $2,182-27.2% | $3,008-47.2% | $2,507-36.7% |
| Participant deferral / active EE | $2,717 | $3,332-18.5% | $4,395-38.2% | $4,311-37.0% |
| Admin fee / account holder | $86 | $143-39.7% | $5,325-98.4% | $188-54.1% |