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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $17,650 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $14,235 |
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 | $40,981 | $36,916+11.0% | $156,551-73.8% | $57,658-28.9% |
| Participation rate | 84.1% | 63.4%+20.7pp | 84.0%+0.1pp | 70.2%+13.9pp |
| Annual return | 10.45% | 12.38%-1.9pp | 32.23%-21.8pp | 5.13%+5.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,429 | $1,926+78.1% | $4,871-29.6% | $3,061+12.0% |
| Admin fee / account holder | $22 | $82-72.9% | $13,028-99.8% | $95-76.4% |