Filed December 5, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $16,507 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,598 | $63,768+43.6% | $98,506-7.0% | $79,389+15.4% |
| Participation rate | 87.5% | 69.9%+17.6pp | 73.3%+14.2pp | 70.7%+16.8pp |
| Annual return | 14.06% | 626.18%-612.1pp | 1494.92%-1480.9pp | 116.89%-102.8pp |
| Employer contribution / active EE | $5,517 | $2,558+115.7% | $2,961+86.3% | $2,428+127.3% |
| Participant deferral / active EE | $8,848 | $3,305+167.7% | $4,277+106.9% | $4,046+118.7% |
| Admin fee / account holder | $55 | $516-89.3% | $5,955-99.1% | $626-91.2% |