Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $34,131 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,523 | $56,540-21.3% | $185,849-76.0% | $86,821-48.7% |
| Participation rate | 59.8% | 65.5%-5.7pp | 81.7%-21.9pp | 72.3%-12.5pp |
| Annual return | 13.15% | 118.20%-105.1pp | 122.10%-108.9pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,692 | $1,844-8.3% | $5,169-67.3% | $2,406-29.7% |
| Participant deferral / active EE | $2,758 | $2,555+7.9% | $5,569-50.5% | $4,132-33.3% |
| Admin fee / account holder | $189 | $150+26.4% | $16,244-98.8% | $170+11.6% |