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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $43,347 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 19 · EIN 27-4411131 | Securities Custodian | $6,847 |
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 | $51,339 | $75,284-31.8% | $91,004-43.6% | $69,631-26.3% |
| Participation rate | 86.4% | 80.4%+6.0pp | 75.6%+10.8pp | 70.7%+15.7pp |
| Annual return | 16.14% | 48.40%-32.3pp | 4.60%+11.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,213 | $2,473-50.9% | $2,456-50.6% | $2,032-40.3% |
| Participant deferral / active EE | $3,085 | $3,700-16.6% | $3,548-13.0% | $3,224-4.3% |
| Admin fee / account holder | $119 | $111+7.2% | $5,417-97.8% | $110+7.3% |