Filed December 22, 2015
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,266 |
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 | $153,500 | $76,112+101.7% | $96,534+59.0% | $71,511+114.7% |
| Participation rate | 87.9% | 74.4%+13.5pp | 76.0%+11.9pp | 67.9%+20.0pp |
| Annual return | 11.77% | 22.81%-11.0pp | 25.88%-14.1pp | 28.86%-17.1pp |
| Employer contribution / active EE | $1,209 | $2,248-46.2% | $2,965-59.2% | $2,589-53.3% |
| Participant deferral / active EE | $3,444 | $4,217-18.3% | $4,851-29.0% | $4,291-19.7% |
| Admin fee / account holder | $108 | $2,708-96.0% | $8,253-98.7% | $1,588-93.2% |