Filed February 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY CAPITAL MANAGEMENT4+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $147,371 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $103,249 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,216 | $37,196+96.8% | $154,108-52.5% | $55,725+31.4% |
| Participation rate | 81.8% | 64.1%+17.7pp | 83.0%-1.2pp | 70.9%+10.9pp |
| Annual return | -3.67% | 1319.68%-1323.4pp | 735.21%-738.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,303 | $1,614-19.3% | $5,298-75.4% | $2,078-37.3% |
| Participant deferral / active EE | $3,487 | $2,068+68.6% | $5,081-31.4% | $3,356+3.9% |
| Admin fee / account holder | $270 | $102+166.0% | $13,411-98.0% | $115+134.6% |