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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $17,382 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 13 · EIN 27-4411131 | Contract Administrator | $14,468 |
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 | $48,596 | $82,093-40.8% | $379,746-87.2% | $73,412-33.8% |
| Participation rate | 97.5% | 76.8%+20.7pp | 78.4%+19.0pp | 72.2%+25.3pp |
| Annual return | 14.02% | 18.89%-4.9pp | 34.90%-20.9pp | 59.30%-45.3pp |
| Employer contribution / active EE | $2,466 | $2,847-13.4% | $3,540-30.3% | $2,234+10.4% |
| Participant deferral / active EE | $3,422 | $4,697-27.2% | $6,024-43.2% | $3,806-10.1% |
| Admin fee / account holder | $91 | $128-28.7% | $7,927-98.9% | $158-42.4% |