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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Trustee (ba... | $3,169 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $2,565 |
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 | $41,739 | $69,305-39.8% | $82,312-49.3% | $69,631-40.1% |
| Participation rate | 89.3% | 80.3%+9.0pp | 76.9%+12.4pp | 70.7%+18.6pp |
| Annual return | 19.24% | 21.47%-2.2pp | 25.88%-6.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,451 | $1,887-23.1% | $2,428-40.3% | $2,032-28.6% |
| Participant deferral / active EE | $2,028 | $3,568-43.2% | $3,706-45.3% | $3,224-37.1% |
| Admin fee / account holder | $9 | $97-90.5% | $5,608-99.8% | $110-91.7% |