Filed November 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $138,515 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,844 | $104,336+20.6% | $159,474-21.1% | $86,821+44.9% |
| Participation rate | 86.2% | 77.7%+8.5pp | 82.8%+3.4pp | 72.3%+13.9pp |
| Annual return | 18.11% | 26.32%-8.2pp | 263.68%-245.6pp | 97.94%-79.8pp |
| Employer contribution / active EE | $2,225 | $3,451-35.5% | $4,831-53.9% | $2,406-7.5% |
| Participant deferral / active EE | $8,718 | $6,837+27.5% | $7,353+18.6% | $4,132+111.0% |
| Admin fee / account holder | $168 | $172-2.5% | $10,802-98.4% | $170-1.0% |