Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP, INC Service code 60 · EIN 27-2037969 | Sub-TA Fees | $192,256 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,051 | $52,149-27.0% | $122,332-68.9% | $77,958-51.2% |
| Participation rate | 96.6% | 58.6%+38.0pp | 71.6%+24.9pp | 71.6%+24.9pp |
| Annual return | 18.00% | 17.75%+0.2pp | 30.27%-12.3pp | 20.87%-2.9pp |
| Employer contribution / active EE | $2,775 | $1,750+58.6% | $4,050-31.5% | $2,310+20.1% |
| Participant deferral / active EE | $3,270 | $2,114+54.6% | $3,287-0.5% | $3,537-7.5% |
| Admin fee / account holder | $39 | $93-58.6% | $5,478-99.3% | $97-60.4% |