Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,609 |
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 | $141,354 | $79,184+78.5% | $102,438+38.0% | $74,546+89.6% |
| Participation rate | 86.0% | 74.8%+11.3pp | 76.5%+9.6pp | 67.2%+18.8pp |
| Annual return | 9.82% | 54.95%-45.1pp | 29.37%-19.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $1,518 | $2,362-35.7% | $3,024-49.8% | $2,624-42.1% |
| Participant deferral / active EE | $3,487 | $4,414-21.0% | $5,054-31.0% | $4,347-19.8% |
| Admin fee / account holder | $147 | $2,001-92.6% | $9,448-98.4% | $1,944-92.4% |