Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP, INC Service code 60 · EIN 27-2037969 | Sub-TA Fees | $151,243 |
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 | $31,307 | $38,312-18.3% | $100,671-68.9% | $59,188-47.1% |
| Participation rate | 86.6% | 57.4%+29.2pp | 70.7%+15.9pp | 69.4%+17.2pp |
| Annual return | 0.28% | 2.64%-2.4pp | 20.43%-20.1pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,991 | $1,183+68.4% | $4,012-50.4% | $2,098-5.1% |
| Participant deferral / active EE | $2,298 | $1,847+24.4% | $3,144-26.9% | $3,265-29.6% |
| Admin fee / account holder | $34 | $68-49.1% | $4,850-99.3% | $92-62.6% |