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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,405 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $6,912 |
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 | $240,848 | $98,982+143.3% | $162,171+48.5% | $65,185+269.5% |
| Participation rate | 91.0% | 85.8%+5.2pp | 87.6%+3.4pp | 70.2%+20.8pp |
| Annual return | 25.57% | 24.84%+0.7pp | 115.60%-90.0pp | 29.38%-3.8pp |
| Employer contribution / active EE | $8,174 | $3,467+135.8% | $5,613+45.6% | $2,177+275.5% |
| Participant deferral / active EE | $16,287 | $5,384+202.5% | $7,297+123.2% | $3,514+363.5% |
| Admin fee / account holder | $120 | $596-79.9% | $10,843-98.9% | $847-85.9% |