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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $5,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,006 | $46,360-78.4% | $147,617-93.2% | $52,331-80.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.30% | 1.62%-3.9pp | 61.98%-64.3pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,162 | $2,126+1.7% | $5,564-61.2% | $1,882+14.9% |
| Participant deferral / active EE | $3,981 | $2,258+76.3% | $4,895-18.7% | $3,022+31.7% |
| Admin fee / account holder | $25 | $766-96.7% | $11,612-99.8% | $592-95.7% |