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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (dire... | $8,138 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $3,375 |
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 | $37,241 | $65,118-42.8% | $76,767-51.5% | $55,725-33.2% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.4pp | 70.9%+25.5pp |
| Annual return | -4.31% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,536 | $1,941-20.8% | $2,485-38.2% | $2,078-26.1% |
| Participant deferral / active EE | $2,317 | $3,688-37.2% | $3,852-39.9% | $3,356-31.0% |
| Admin fee / account holder | $11 | $116-90.3% | $6,675-99.8% | $115-90.3% |