Filed October 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,131 |
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 | $78,451 | $89,652-12.5% | $141,197-44.4% | $65,186+20.3% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.5%+12.5pp | 70.2%+24.7pp |
| Annual return | 27.00% | 32.79%-5.8pp | 71.41%-44.4pp | 29.39%-2.4pp |
| Employer contribution / active EE | $2,644 | $3,065-13.7% | $4,736-44.2% | $2,177+21.5% |
| Participant deferral / active EE | $7,413 | $5,691+30.3% | $6,710+10.5% | $3,514+111.0% |
| Admin fee / account holder | $52 | $569-90.9% | $10,265-99.5% | $847-93.9% |