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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $45,733 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 12 · EIN 04-3046611 | Participant loan processing; Direct p... | $24,000 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $11,208 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,450 | $74,706+50.5% | $75,714+48.5% | $79,391+41.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.49% | 18.52%-4.0pp | 104.62%-90.1pp | 116.88%-102.4pp |
| Employer contribution / active EE | $5,260 | $2,590+103.1% | $2,744+91.7% | $2,428+116.6% |
| Participant deferral / active EE | $8,183 | $3,533+131.6% | $3,820+114.2% | $4,046+102.3% |
| Admin fee / account holder | $270 | $374-28.0% | $3,619-92.5% | $627-56.9% |