Filed January 23, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 11 · EIN 27-2037969 8350 NORTH CENTRAL EXPRESSWAY · DALLAS, TX 75206 | Actuarial | $81,656 |
CONDLEY AND COMPANY, LLP1+ years Filed as: CONDLEY & COMPANY, L.L.P. Service code 10 · EIN 75-1056027 | Accounting | $13,073 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -1.13% | -1.13%0pp | -0.81%-0.3pp | 2.81%-3.9pp |
| Employer contribution / active EE | $2,688 | $14,981-82.1% | $38,425-93.0% | $16,358-83.6% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |