Filed December 18, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,260 | $57,610-59.6% | $154,803-85.0% | $102,872-77.4% |
| Participation rate | 92.1% | 59.5%+32.7pp | 78.1%+14.0pp | 73.0%+19.1pp |
| Annual return | 15.64% | 30.49%-14.8pp | 58.88%-43.2pp | 19.06%-3.4pp |
| Employer contribution / active EE | $1,801 | $1,883-4.4% | $4,305-58.2% | $3,526-48.9% |
| Participant deferral / active EE | $2,823 | $2,914-3.1% | $5,540-49.1% | $5,535-49.0% |
| Admin fee / account holder | $23 | $368-93.7% | $14,329-99.8% | $292-92.1% |