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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $33,363 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,099 | $73,102+136.8% | $123,553+40.1% | $56,289+207.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 10.07% | 3.01%+7.1pp | 119.21%-109.1pp | -9.96%+20.0pp |
| Employer contribution / active EE | $6,425 | $2,977+115.8% | $4,628+38.8% | $2,111+204.3% |
| Participant deferral / active EE | $5,663 | $5,423+4.4% | $6,426-11.9% | $3,350+69.0% |
| Admin fee / account holder | $109 | $554-80.4% | $9,284-98.8% | $521-79.1% |