Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS10+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $54,851 |
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $42,342 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $9,291 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,428 | $50,902+20.7% | $155,534-60.5% | $77,736-21.0% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 12.82% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $2,588 | $1,991+30.0% | $4,675-44.6% | $2,728-5.1% |
| Participant deferral / active EE | $5,315 | $2,824+88.2% | $5,630-5.6% | $4,651+14.3% |
| Admin fee / account holder | $263 | $437-39.8% | $15,900-98.3% | $433-39.3% |