Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $40,462 |
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 | $142,182 | $73,638+93.1% | $95,964+48.2% | $73,497+93.5% |
| Participation rate | 93.4% | 76.2%+17.3pp | 77.1%+16.3pp | 70.7%+22.7pp |
| Annual return | 10.30% | 16.78%-6.5pp | 91.64%-81.3pp | 28.51%-18.2pp |
| Employer contribution / active EE | $1,132 | $1,863-39.2% | $2,541-55.5% | $2,270-50.1% |
| Participant deferral / active EE | $2,909 | $3,617-19.6% | $4,167-30.2% | $3,740-22.2% |
| Admin fee / account holder | $205 | $482-57.4% | $6,797-97.0% | $513-60.0% |