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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $61,973 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $21,919 |
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 | $75,694 | $36,916+105.0% | $156,551-51.6% | $57,658+31.3% |
| Participation rate | 77.1% | 63.4%+13.7pp | 84.0%-6.9pp | 70.2%+6.9pp |
| Annual return | 8.21% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,339 | $1,571+48.9% | $5,501-57.5% | $1,974+18.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $97 | $82+17.9% | $13,028-99.3% | $95+2.8% |