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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 21 · EIN 27-2037969 13925 BALLANTYNE STE 500 · CHARLOTTE, SC 28277 | Bank Trustee | $38,165 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,235 | $65,908-35.9% | $81,812-48.4% | $77,643-45.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 8.34% | 26.64%-18.3pp | 773.79%-765.4pp | 31.24%-22.9pp |
| Employer contribution / active EE | $1,034 | $2,370-56.4% | $2,912-64.5% | $2,726-62.1% |
| Participant deferral / active EE | $1,573 | $3,505-55.1% | $4,319-63.6% | $4,647-66.2% |
| Admin fee / account holder | $161 | $526-69.5% | $7,386-97.8% | $430-62.7% |