Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $27,665 |
DESCHUTES INVESTMENT CONSULTING3+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $15,000 |
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 | $83,296 | $80,753+3.1% | $136,298-38.9% | $62,293+33.7% |
| Participation rate | 89.9% | 73.5%+16.3pp | 81.9%+8.0pp | 69.5%+20.4pp |
| Annual return | 15.62% | 35.83%-20.2pp | 5156.27%-5140.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,515 | $2,884-12.8% | $4,696-46.4% | $2,042+23.2% |
| Participant deferral / active EE | $8,584 | $5,164+66.2% | $6,247+37.4% | $3,169+170.9% |
| Admin fee / account holder | $164 | $525-68.8% | $9,244-98.2% | $479-65.8% |