Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,521 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,016 | $65,378+94.3% | $87,103+45.8% | $65,186+94.9% |
| Participation rate | 93.3% | 75.3%+18.0pp | 76.9%+16.5pp | 70.2%+23.1pp |
| Annual return | 12.76% | 31.28%-18.5pp | 28.19%-15.4pp | 29.39%-16.6pp |
| Employer contribution / active EE | $1,399 | $1,823-23.2% | $2,521-44.5% | $2,177-35.7% |
| Participant deferral / active EE | $3,324 | $3,389-1.9% | $4,049-17.9% | $3,514-5.4% |
| Admin fee / account holder | $46 | $520-91.2% | $7,491-99.4% | $847-94.6% |