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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 14 · EIN 45-2164254 | Plan Administrator | $20,398 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,578 | $60,165-79.1% | $74,184-83.0% | $55,167-77.2% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.8pp | 69.0%+30.5pp |
| Annual return | 4.20% | 10.00%-5.8pp | 17.74%-13.5pp | 169.23%-165.0pp |
| Employer contribution / active EE | $1,278 | $1,600-20.1% | $2,370-46.1% | $1,963-34.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $64 | $419-84.6% | $5,586-98.8% | $504-87.2% |