Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 49 · EIN 27-2037969 | Other Services | $8,181 |
BAC1 year Service code 49 · EIN 42-1162310 | Other Services | $7,250 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,254 | $122,042-69.5% | $184,260-79.8% | $74,459-50.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 5.36% | 19.91%-14.6pp | 28.84%-23.5pp | 1369.70%-1364.3pp |
| Employer contribution / active EE | $4,171 | $4,537-8.1% | $6,427-35.1% | $2,626+58.8% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $70 | $1,252-94.4% | $13,898-99.5% | $1,945-96.4% |