Filed February 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY CAPITAL MANAGEMENT5+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $142,780 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $136,006 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $13,332 |
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 | $71,935 | $47,456+51.6% | $172,753-58.4% | $77,775-7.5% |
| Participation rate | 73.6% | 66.3%+7.3pp | 82.6%-9.1pp | 73.2%+0.4pp |
| Annual return | 21.53% | 35.57%-14.0pp | 803.00%-781.5pp | 32.58%-11.0pp |
| Employer contribution / active EE | $1,194 | $1,574-24.2% | $5,144-76.8% | $2,504-52.3% |
| Participant deferral / active EE | $3,491 | $2,560+36.4% | $5,198-32.8% | $3,966-12.0% |
| Admin fee / account holder | $247 | $81+205.9% | $13,956-98.2% | $100+147.2% |