Filed April 16, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP,INC Service code 13 · EIN 27-2037969 | Contract Administrator | $2,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,868 | $89,652+57.1% | $141,197-0.2% | $65,186+116.1% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.5%-6.2pp | 70.2%+6.1pp |
| Annual return | 1.88% | 32.79%-30.9pp | 71.41%-69.5pp | 29.39%-27.5pp |
| Employer contribution / active EE | $513 | $3,065-83.3% | $4,736-89.2% | $2,177-76.4% |
| Participant deferral / active EE | $10,103 | $5,691+77.5% | $6,710+50.6% | $3,514+187.5% |
| Admin fee / account holder | $18 | $569-96.9% | $10,265-99.8% | $847-97.9% |