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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $36,238 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,234 |
GREENSPRING ADVISORS, LLC4 years Service code 27 501 FAIRMOUNT AVENUE · TOWNSON, MD 21286 | Advisory (Plan) | $10,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,948 | $104,497+17.7% | $159,487-22.9% | $79,389+54.9% |
| Participation rate | 99.4% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.7pp |
| Annual return | 16.60% | 67.98%-51.4pp | 263.71%-247.1pp | 116.89%-100.3pp |
| Employer contribution / active EE | $9,797 | $3,418+186.7% | $4,831+102.8% | $2,428+303.5% |
| Participant deferral / active EE | $7,278 | $6,468+12.5% | $7,354-1.0% | $4,046+79.9% |
| Admin fee / account holder | $225 | $711-68.4% | $10,804-97.9% | $626-64.1% |