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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 | $90,107+113.1% | $182,262+5.4% | $69,733+175.4% |
| Participation rate | 92.9% | 64.8%+28.0pp | 84.2%+8.6pp | 62.5%+30.4pp |
| Annual return | 8.36% | 95.58%-87.2pp | 140.60%-132.2pp | 15.22%-6.9pp |
| Employer contribution / active EE | $7,565 | $3,043+148.6% | $5,046+49.9% | $2,250+236.2% |
| Participant deferral / active EE | $5,993 | $5,135+16.7% | $8,276-27.6% | $3,054+96.2% |
| Admin fee / account holder | $150 | $3,377-95.6% | $16,712-99.1% | $3,102-95.2% |