Filed December 5, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,585 | $43,423+41.8% | $78,676-21.7% | $55,167+11.6% |
| Participation rate | 65.8% | 68.0%-2.3pp | 73.6%-7.8pp | 69.0%-3.2pp |
| Annual return | 9.53% | 11.53%-2.0pp | 62.19%-52.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,752 | $1,997+37.8% | $2,850-3.5% | $1,963+40.2% |
| Participant deferral / active EE | $4,050 | $2,509+61.4% | $3,517+15.2% | $3,054+32.6% |
| Admin fee / account holder | $38 | $416-90.9% | $4,510-99.2% | $504-92.5% |