Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,491 | $47,898+30.5% | $117,472-46.8% | $64,808-3.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -17.16% | -15.54%-1.6pp | 29.74%-46.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $9,470 | $1,774+433.8% | $4,176+126.8% | $2,506+277.9% |
| Participant deferral / active EE | $7,454 | $3,151+136.6% | $4,070+83.1% | $4,310+72.9% |
| Admin fee / account holder | $17 | $132-87.1% | $5,645-99.7% | $188-90.9% |