Filed July 21, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Custodial (other than securities); Cl... | $13,692 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,081 | $46,292-17.7% | $143,757-73.5% | $64,808-41.2% |
| Participation rate | 92.1% | 64.2%+27.9pp | 80.3%+11.8pp | 71.5%+20.7pp |
| Annual return | -11.87% | -10.05%-1.8pp | -0.04%-11.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,214 | $2,646+97.1% | $5,637-7.5% | $4,310+21.0% |
| Admin fee / account holder | $22 | $154-85.8% | $14,673-99.9% | $188-88.4% |