Filed March 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,127 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,817 | $69,771-74.5% | $67,524-73.6% | $74,400-76.1% |
| Participation rate | 83.8% | 71.4%+12.4pp | 72.9%+10.9pp | 67.2%+16.6pp |
| Annual return | 14.66% | -40.49%+55.2pp | 3519.41%-3504.7pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $3,318 | $2,710+22.4% | $2,734+21.4% | $2,624+26.4% |
| Participant deferral / active EE | $2,378 | $3,638-34.6% | $4,001-40.6% | $4,348-45.3% |
| Admin fee / account holder | $24 | $889-97.3% | $4,001-99.4% | $1,944-98.8% |