Filed December 5, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,220 |
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 | $60,198 | $41,854+43.8% | $73,836-18.5% | $52,331+15.0% |
| Participation rate | 72.5% | 66.2%+6.3pp | 73.4%-1.0pp | 68.1%+4.4pp |
| Annual return | -0.03% | 2.11%-2.1pp | 2268.06%-2268.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $3,060 | $1,920+59.3% | $2,787+9.8% | $1,882+62.6% |
| Participant deferral / active EE | $4,975 | $2,498+99.2% | $3,583+38.9% | $3,022+64.6% |
| Admin fee / account holder | $45 | $493-90.9% | $4,882-99.1% | $592-92.4% |