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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Participant loan processing; Direct p... | $41,703 |
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 | $46,412 | $62,324-25.5% | $68,509-32.3% | $55,191-15.9% |
| Participation rate | 80.1% | 78.9%+1.2pp | 74.7%+5.3pp | 69.2%+10.9pp |
| Annual return | 4.40% | 4.26%+0.1pp | 8.27%-3.9pp | 10.78%-6.4pp |
| Employer contribution / active EE | $1,001 | $2,223-55.0% | $2,278-56.0% | $1,899-47.3% |
| Participant deferral / active EE | $2,451 | $3,425-28.4% | $3,382-27.5% | $3,046-19.5% |
| Admin fee / account holder | $119 | $91+30.5% | $5,275-97.7% | $91+31.3% |