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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $8,647 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,757 |
Filed as: MERRILL LYNCH Service code 10 6100 S YALE AVENUE · TULSA, OK 74136 | Accounting | $4,646 |
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 | $104,127 | $47,977+117.0% | $154,111-32.4% | $56,287+85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 1.56% | 3.54%-2.0pp | 735.18%-733.6pp | -9.96%+11.5pp |
| Employer contribution / active EE | $5,824 | $2,169+168.5% | $5,298+9.9% | $2,111+175.9% |
| Participant deferral / active EE | $5,165 | $2,392+116.0% | $5,081+1.7% | $3,350+54.2% |
| Admin fee / account holder | $133 | $438-69.6% | $13,411-99.0% | $521-74.4% |