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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,235 | $66,004-36.0% | $81,820-48.4% | $77,714-45.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 8.34% | 26.65%-18.3pp | 777.93%-769.6pp | 31.26%-22.9pp |
| Employer contribution / active EE | $1,034 | $2,375-56.5% | $2,915-64.5% | $2,727-62.1% |
| Participant deferral / active EE | $1,573 | $3,508-55.2% | $4,323-63.6% | $4,649-66.2% |
| Admin fee / account holder | $161 | $527-69.5% | $7,391-97.8% | $433-62.9% |