NEWPORT GROUP, INC.
135 known aliases resolved via the canonical alias map
Market position · 2024
Plans served988-134 YoYRank #32 of mapped providers
Assets under administration$224.7B0.3%Market share · rank #64
Fees received$46MMedian $26,768/planSum across Schedule C direct + indirect
Net wins YoY-129101 won · 230 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical NEWPORT GROUP, INC. plan look like?
Service mix · median fees per plan
Count of plans where NEWPORT GROUP, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (discretionary); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution)Code 15 | 460 | $23,569 | |
Trustee (directed); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Contract Administrator; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Participant loan processingCode 13 | 247 | $25,901 | |
Trustee (directed); Claims processing; Custodial (securities); Account maintenance fees; Trustee (bank, trust company, or similar financial institution)Code 12 | 132 | $39,540 | |
Trustee (discretionary); Trustee (bank, trust company, or similar financial institution); Trustee (directed)Code 21 | 128 | $10,865 | |
Trustee (individual); Trustee (directed); Trustee (discretionary); Trustee (bank, trust company, or similar financial institution)Code 20 | 47 | $10,397 | |
Other fees; Investment advisory (plan)Code 27 | 25 | $58,138 | |
Investment management; Other services; Direct payment from the planCode 28 | 25 | $30,405 | |
Trustee (individual); Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 19 | $21,508 |
Competitor overlap
Percent of NEWPORT GROUP, INC.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under NEWPORT GROUP, INC..
| Sponsor | From | Assets |
|---|---|---|
DANAHER CORPORATIONDC · 591995548-004 | STRATEGIC ADVISORS, INC. | $6.5B |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-004 | THE VANGUARD GROUP, INC. | $6.4B |
NIKE, INC.OR · 930584541-001 | BLACKROCK | $5.9B |
BMO FINANCIAL CORP.IL · 510275712-001 | BLACKROCK | $5.0B |
SENTARA HEALTHVA · 521271901-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $3.7B |
COGNIZANT TECHNOLOGY SOLUTIONSNJ · 133924155-001 | QDRO CONSULTANTS COMPANY, LLC | $3.0B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-002 | MORNEAU SHEPELL | $2.7B |
SYENSQO USA LLCNJ · 223539954-010 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.7B |
OHIO FARMERS INSURANCE COMPANYOH · 340438190-004 | T ROWE PRICE RPS INC | $516M |
3M COMPANYMN · 410417775-013 | PGIM INVESTMENTS | $285M |
Plans lost in 2024
Appeared last year under NEWPORT GROUP, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-004 | ACADIAN ASSET MANAGEMENT LLC | $20.7B |
WARNER BROS. DISCOVERY, INC.NY · 352333914-001 | FINANCIAL ENGINES | $7.6B |
FIDELITY NATIONAL FINANCIAL, INC.FL · 161725106-001 | PRINCIPAL LIFE INSURANCE COMPANY | $2.7B |
BORGWARNER INC.MI · 133404508-066 | THE VANGUARD GROUP, INC. | $1.7B |
THE NEMOURS FOUNDATIONFL · 590634433-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $1.1B |
TERADATA CORPORATIONCA · 753236470-001 | FID INV INST OPS CO | $1.1B |
YUM BRANDS, INC.KY · 133951308-003 | WILLIS TOWERS WATSON US LLC | $911M |
SCHEELS ALL SPORTS, INC.ND · 450306649-002 | SBT OF FARGO | $838M |
ADECCO, INC.FL · 752370177-006 | MMA SECURITIES LLC | $800M |
BLACK KNIGHT INFOSERV, LLCFL · 261547801-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $586M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $39,667 | 6y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $94,793 | 7y | 2 |
ATH HOLDING COMPANY, LLCIN · 113713086-003 | $12.1B | 94,427 | $90,000 | 3y | 1 |
CAPITAL ONE FINANCIAL CORPORATIONVA · 541719854-002 | $12.0B | 68,906 | $135,000 | 5y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $39,667 | 6y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $222,701 | 5y | 1 |
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $46,013 | 6y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $69,118 | 7y | 1 |
STATE STREET CORPORATIONMA · 042456637-002 | $6.5B | 21,533 | $37,500 | 6y | 1 |
DANAHER CORPORATIONDC · 591995548-004 | $6.5B | 37,514 | $27,500 | 1y | 2 |
Flag exposure
83.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (135)
Raw Schedule C names collapsed into NEWPORT GROUP, INC..
- KIDDER BENEFIT CONSULTANTS, INC.
- KIDDER BENEFITS CONSULTANTS
- KIDDER BENEFITS CONSULTANTS, INC
- KIDDER BENEFITS CONSULTANTS, INC.
- KIDDER BENEFITS CONSULTANTS. INC.
- MATRIX FINANCIAL SOLUTIONS
- MATRIX FINANCIAL SOLUTIONS INC
- MATRIX FINANCIAL SOLUTIONS, INC
- MATRIX FINANCIAL SOLUTIONS, INC.
- MATRIX FINANCIAL SOLUTIONS, LLC
- MEWPORT GROUP INC
- NEPORT GROUP INC
- NEPORT RETIREMENT SERVICES, INC
- NEW PORT CAPITAL
- NEW PORT GROUP INC
- NEW PORT GROUP, INC
- NEWOPORT GROUP, INC.
- NEWPOORT GROUP, INC
- NEWPOR GROUP, INC.
- NEWPORT
- NEWPORT CAPITAL
- NEWPORT CAPITAL ADVISERS
- NEWPORT CAPTIAL GROUP
- NEWPORT COAST SECURITIES INC
- NEWPORT COMPANY INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for NEWPORT GROUP, INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 22 | 2.23% | 7.76% | -5.54 pp |
| Fidelity bond gap | 31 | 3.14% | 26.94% | -23.80 pp |
| Late contributions | 306 | 30.97% | 1.71% | +29.26 pp |
| Failed to provide benefit | 3 | 0.30% | 0.14% | +0.16 pp |
| Corrective distributions | 243 | 24.60% | 1.76% | +22.84 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NEWPORT GROUP, INC.. Compare to the incumbent market share (1.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.5 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).