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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 | Recordkeeping | $8,579 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $7,027 |
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 | $26,177 | $41,854-37.5% | $73,836-64.5% | $52,331-50.0% |
| Participation rate | 72.5% | 66.2%+6.3pp | 73.4%-0.9pp | 68.1%+4.4pp |
| Annual return | 0.31% | 2.11%-1.8pp | 2268.06%-2267.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $493 | $1,920-74.3% | $2,787-82.3% | $1,882-73.8% |
| Participant deferral / active EE | $3,047 | $2,498+22.0% | $3,583-15.0% | $3,022+0.8% |
| Admin fee / account holder | $28 | $493-94.3% | $4,882-99.4% | $592-95.2% |