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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $11,120 |
Filed as: DEAN MEAD Service code 28 420 S ORANGE AVE · ORLANDO, FL 32801 | Investment Management | $5,306 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 | Advisory (Plan) | $4,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,753 | $75,183+63.3% | $123,894-0.9% | $55,167+122.5% |
| Participation rate | 21.3% | 72.8%-51.6pp | 81.4%-60.2pp | 69.0%-47.7pp |
| Annual return | 6.51% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $296 | $2,823-89.5% | $4,617-93.6% | $1,963-84.9% |
| Participant deferral / active EE | $919 | $5,084-81.9% | $5,984-84.6% | $3,054-69.9% |
| Admin fee / account holder | $239 | $663-63.9% | $8,357-97.1% | $504-52.6% |