Filed October 16, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $26,848 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,309 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,028 | $122,063-43.4% | $184,256-62.5% | $74,478-7.3% |
| Participation rate | 88.2% | 85.5%+2.7pp | 86.8%+1.3pp | 67.2%+20.9pp |
| Annual return | 11.11% | 19.92%-8.8pp | 28.85%-17.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,952 | $4,539-57.0% | $6,427-69.6% | $2,626-25.7% |
| Participant deferral / active EE | $4,724 | $7,144-33.9% | $9,133-48.3% | $4,350+8.6% |
| Admin fee / account holder | $303 | $1,253-75.8% | $13,899-97.8% | $1,946-84.4% |