Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 7979 E TUFTS AVE · DENVER, CO 80237 | Advisory (Plan) | $37,950 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,679 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,059 | $91,474+48.7% | $135,982+0.1% | $71,529+90.2% |
| Participation rate | 95.8% | 75.7%+20.1pp | 81.9%+13.9pp | 67.9%+27.8pp |
| Annual return | 17.69% | 29.89%-12.2pp | 68.32%-50.6pp | 28.97%-11.3pp |
| Employer contribution / active EE | $2,320 | $3,705-37.4% | $4,859-52.2% | $2,590-10.4% |
| Participant deferral / active EE | $9,292 | $7,095+31.0% | $7,760+19.7% | $4,291+116.5% |
| Admin fee / account holder | $203 | $1,267-84.0% | $10,767-98.1% | $1,588-87.2% |