Filed July 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,393 | $91,692+44.4% | $67,561+96.0% | $77,714+70.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 13.32% | 14.88%-1.6pp | 3525.44%-3512.1pp | 31.26%-17.9pp |
| Employer contribution / active EE | $8,898 | $3,188+179.1% | $2,735+225.4% | $2,727+226.3% |
| Participant deferral / active EE | $6,626 | $3,912+69.4% | $4,003+65.5% | $4,649+42.5% |
| Admin fee / account holder | $124 | $245-49.5% | $4,006-96.9% | $433-71.5% |