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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 | $48,011+41.4% | $63,803+6.4% | $82,637-17.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.68% | 19.84%-7.2pp | 543.72%-531.0pp | 53.51%-40.8pp |
| Employer contribution / active EE | $6,854 | $1,904+260.0% | $2,532+170.6% | $2,552+168.5% |
| Participant deferral / active EE | $2,500 | $2,846-12.2% | $3,843-34.9% | $4,126-39.4% |
| Admin fee / account holder | $251 | $3,873-93.5% | $5,196-95.2% | $7,339-96.6% |