Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-4674085 | Advisory (Plan) | $41,984 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | -$10,802 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,892 | $66,459-61.0% | $81,353-68.2% | $77,736-66.7% |
| Participation rate | 95.6% | 68.7%+26.9pp | 69.5%+26.0pp | 70.6%+25.0pp |
| Annual return | 12.09% | 15.95%-3.9pp | 24.82%-12.7pp | 31.26%-19.2pp |
| Employer contribution / active EE | $2,033 | $2,156-5.7% | $2,464-17.5% | $2,728-25.5% |
| Participant deferral / active EE | $3,826 | $3,674+4.1% | $3,885-1.5% | $4,651-17.7% |
| Admin fee / account holder | $74 | $585-87.4% | $5,766-98.7% | $433-83.0% |