Filed March 5, 2025
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $30,193 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,441 | $46,292-17.0% | $143,757-73.3% | $64,808-40.7% |
| Participation rate | 61.0% | 64.2%-3.2pp | 80.3%-19.3pp | 71.5%-10.4pp |
| Annual return | -14.68% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,728 | $1,910-9.5% | $4,951-65.1% | $2,506-31.1% |
| Participant deferral / active EE | $2,754 | $2,646+4.1% | $5,637-51.2% | $4,310-36.1% |
| Admin fee / account holder | $157 | $154+2.2% | $14,673-98.9% | $188-16.3% |