Filed July 21, 2021
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $11,906 |
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 | $43,516 | $47,135-7.7% | $149,717-70.9% | $74,440-41.5% |
| Participation rate | 93.8% | 63.4%+30.3pp | 78.8%+15.0pp | 70.7%+23.0pp |
| Annual return | 14.35% | 22.75%-8.4pp | 134.41%-120.1pp | 34.37%-20.0pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,518 | $2,728+102.3% | $5,682-2.9% | $4,529+21.9% |
| Admin fee / account holder | $18 | $343-94.7% | $13,213-99.9% | $348-94.7% |