Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Recordkeeping and information managem... | $72,395 |
BKD, LLP1+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $14,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,320 | $48,277-70.3% | $63,517-77.5% | $55,191-74.1% |
| Participation rate | 94.2% | 69.4%+24.8pp | 71.0%+23.2pp | 69.2%+25.0pp |
| Annual return | -3.86% | 2.37%-6.2pp | -70.30%+66.4pp | 10.78%-14.6pp |
| Employer contribution / active EE | $961 | $1,592-39.6% | $2,322-58.6% | $1,899-49.4% |
| Participant deferral / active EE | $2,426 | $2,432-0.3% | $2,953-17.9% | $3,046-20.4% |
| Admin fee / account holder | $65 | $86-24.6% | $5,892-98.9% | $91-28.6% |