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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 | Claims processing; Participant loan p... | $85,990 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $75,762 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $11,697 |
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 | $56,543 | $88,324-36.0% | $115,038-50.8% | $55,191+2.4% |
| Participation rate | 76.3% | 72.5%+3.8pp | 81.4%-5.1pp | 69.2%+7.2pp |
| Annual return | 7.82% | 6.30%+1.5pp | 26.14%-18.3pp | 10.78%-3.0pp |
| Employer contribution / active EE | $3,200 | $2,805+14.1% | $4,608-30.6% | $1,899+68.5% |
| Participant deferral / active EE | $8,818 | $5,042+74.9% | $6,026+46.3% | $3,046+189.5% |
| Admin fee / account holder | $248 | $105+134.9% | $8,175-97.0% | $91+172.7% |