Filed December 27, 2019
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $1,535 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,355 |
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 | $159,606 | $54,763+191.4% | $90,324+76.7% | $72,976+118.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.77% | 30.63%-4.9pp | 78.15%-52.4pp | 81.02%-55.2pp |
| Employer contribution / active EE | $11,115 | $2,093+431.0% | $2,856+289.2% | $2,440+355.5% |
| Participant deferral / active EE | $10,508 | $2,887+263.9% | $3,885+170.4% | $3,608+191.3% |
| Admin fee / account holder | $24 | $3,973-99.4% | $5,356-99.6% | $5,124-99.5% |