Filed January 2, 2018
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,760 |
RBC WEALTH MANAGEMENT1 year Service code 26 303 PEARL PARKWAY · SAN ANTONIO, TX 78215 | Advisory (Participants) | $18,268 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,240 | $69,383-63.6% | $101,275-75.1% | $73,497-65.7% |
| Participation rate | 95.9% | 68.4%+27.6pp | 75.8%+20.1pp | 70.7%+25.3pp |
| Annual return | 6.66% | 18.46%-11.8pp | 46.48%-39.8pp | 28.51%-21.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,857 | $3,301-13.4% | $4,371-34.6% | $3,740-23.6% |
| Admin fee / account holder | $215 | $704-69.4% | $5,948-96.4% | $513-58.0% |