Filed October 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,487 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,392 | $104,479-10.6% | $159,474-41.4% | $79,391+17.6% |
| Participation rate | 97.9% | 76.6%+21.3pp | 82.8%+15.1pp | 70.7%+27.2pp |
| Annual return | 17.92% | 67.98%-50.1pp | 263.68%-245.8pp | 116.88%-99.0pp |
| Employer contribution / active EE | $3,142 | $3,417-8.0% | $4,831-35.0% | $2,428+29.4% |
| Participant deferral / active EE | $8,248 | $6,468+27.5% | $7,353+12.2% | $4,046+103.9% |
| Admin fee / account holder | $36 | $711-94.9% | $10,802-99.7% | $627-94.2% |