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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MITCHELL, MCLEOD, PUGH Service code 26 · EIN 20-3706574 | Advisory (Participants) | $44,415 |
NEWPORT GROUP, INC.3 years Service code 10 · EIN 27-2037969 | Accounting | $33,510 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $12,888 |
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 | $123,089 | $37,196+230.9% | $154,111-20.1% | $55,725+120.9% |
| Participation rate | 90.5% | 64.1%+26.4pp | 83.0%+7.4pp | 70.9%+19.6pp |
| Annual return | -4.57% | 1319.68%-1324.2pp | 735.18%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $5,061 | $1,614+213.6% | $5,298-4.5% | $2,078+143.6% |
| Participant deferral / active EE | $2,828 | $2,068+36.7% | $5,081-44.3% | $3,356-15.7% |
| Admin fee / account holder | $266 | $102+161.4% | $13,411-98.0% | $115+130.5% |