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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $36,057 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $22,168 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,059 | $88,360+117.4% | $145,433+32.1% | $67,986+182.5% |
| Participation rate | 92.9% | 65.5%+27.4pp | 82.1%+10.7pp | 57.2%+35.6pp |
| Annual return | 8.36% | 63.15%-54.8pp | 66.58%-58.2pp | 31.67%-23.3pp |
| Employer contribution / active EE | $7,565 | $3,054+147.7% | $4,554+66.1% | $2,019+274.8% |
| Participant deferral / active EE | $5,993 | $5,932+1.0% | $7,897-24.1% | $3,358+78.5% |
| Admin fee / account holder | $150 | $3,313-95.5% | $13,129-98.9% | $3,203-95.3% |