Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,766 |
THE PRIVATEBANK3 years Service code 20 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment advisory (plan); Trustee (... | $10,668 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,848 | $93,395-59.5% | $83,327-54.6% | - |
| Participation rate | 71.7% | 85.8%-14.1pp | 77.8%-6.0pp | - |
| Annual return | -6.17% | -6.53%+0.4pp | 10.64%-16.8pp | - |
| Employer contribution / active EE | $1,263 | $1,361-7.2% | $3,379-62.6% | - |
| Participant deferral / active EE | $3,519 | $3,603-2.3% | $5,565-36.8% | - |
| Admin fee / account holder | $245 | $1,733-85.9% | $7,540-96.8% | - |