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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 36-4291971 | Advisory (Participants) | $314,577 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $78,686 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST CMPANY, LLC Service code 21 · EIN 27-4411131 | Bank Trustee | $68,651 |
Service code 11 · EIN 56-1623293 | Actuarial | $17,677 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 29.18% | 5.81%+23.4pp | 8.92%+20.3pp | 7.65%+21.5pp |
| Employer contribution / active EE | $13,232 | $11,440+15.7% | $24,457-45.9% | $20,582-35.7% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |