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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $23,399 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual) | $11,008 |
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 | $126,141 | $71,192+77.2% | $117,861+7.0% | $62,293+102.5% |
| Participation rate | 99.4% | 74.2%+25.2pp | 79.7%+19.8pp | 69.5%+29.9pp |
| Annual return | 16.34% | 18.66%-2.3pp | 335.11%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $9,823 | $1,934+408.0% | $3,786+159.4% | $2,042+381.0% |
| Participant deferral / active EE | $11,380 | $3,189+256.9% | $4,482+153.9% | $3,169+259.1% |
| Admin fee / account holder | $55 | $587-90.7% | $8,021-99.3% | $479-88.5% |