Filed October 24, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS Service code 13 · EIN 43-1815436 | Contract Administrator | $148,499 |
NEWPORT GROUP, INC.6+ years Filed as: THE NEWPORT GROUP Service code 15 · EIN 75-3182674 | Recordkeeping | $57,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $60,323 | $122,585-50.8% | $184,256-67.3% | $200,096-69.9% |
| Participation rate | 62.4% | 86.9%-24.6pp | 86.8%-24.5pp | 72.0%-9.7pp |
| Annual return | 14.44% | 144.12%-129.7pp | 28.85%-14.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,349 | $4,571-70.5% | $6,427-79.0% | $3,038-55.6% |
| Participant deferral / active EE | $4,350 | $7,972-45.4% | $9,133-52.4% | $5,090-14.5% |
| Admin fee / account holder | $83 | $120-31.3% | $13,899-99.4% | $269-69.3% |