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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Claims proc... | $15,099 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $6,842 |
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 | $106,202 | $64,359+65.0% | $90,161+17.8% | $70,126+51.4% |
| Participation rate | 95.1% | 70.4%+24.6pp | 76.9%+18.2pp | 69.5%+25.5pp |
| Annual return | 14.66% | 28.13%-13.5pp | 34.89%-20.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $744 | $2,046-63.6% | $3,318-77.6% | $2,343-68.2% |
| Participant deferral / active EE | $6,701 | $4,389+52.7% | $5,287+26.7% | $3,332+101.1% |
| Admin fee / account holder | $32 | $3,945-99.2% | $5,943-99.5% | $4,645-99.3% |