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 | $79,223+78.4% | $102,460+38.0% | $74,478+89.8% |
| Participation rate | 86.0% | 74.8%+11.3pp | 76.5%+9.5pp | 67.2%+18.8pp |
| Annual return | 9.82% | 54.98%-45.2pp | 29.47%-19.7pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,518 | $2,363-35.7% | $3,025-49.8% | $2,626-42.2% |
| Participant deferral / active EE | $3,487 | $4,417-21.1% | $5,056-31.0% | $4,350-19.8% |
| Admin fee / account holder | $147 | $2,003-92.7% | $9,460-98.4% | $1,946-92.4% |