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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 1047 S 100 W · LOGAN, UT 84321 | Advisory (Participants) | $18,277 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 75-3182674 | Contract Administrator | $18,172 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,895 | $51,184+32.6% | $66,439+2.2% | $86,983-21.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.68% | 17.07%-4.4pp | 757.66%-745.0pp | 25.83%-13.1pp |
| Employer contribution / active EE | $6,854 | $2,023+238.8% | $2,637+159.9% | $2,584+165.2% |
| Participant deferral / active EE | $2,500 | $2,927-14.6% | $3,876-35.5% | $4,194-40.4% |
| Admin fee / account holder | $251 | $4,154-93.9% | $6,173-95.9% | $7,856-96.8% |