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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 14 · EIN 45-2164254 | Plan Administrator | $17,500 |
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 | $11,467 | $59,186-80.6% | $76,766-85.1% | $56,287-79.6% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | -21.94% | 6.62%-28.6pp | 2.43%-24.4pp | -9.96%-12.0pp |
| Employer contribution / active EE | $1,616 | $1,759-8.1% | $2,485-35.0% | $2,111-23.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,851-100.0% | $3,350-100.0% |
| Admin fee / account holder | $60 | $489-87.8% | $6,675-99.1% | $521-88.5% |