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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $29,947 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $14,584 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,468 | $99,957+29.5% | $149,730-13.5% | $73,493+76.2% |
| Participation rate | 93.8% | 75.7%+18.0pp | 82.5%+11.3pp | 70.7%+23.1pp |
| Annual return | -11.13% | 53.87%-65.0pp | 276.70%-287.8pp | 28.51%-39.6pp |
| Employer contribution / active EE | $6,074 | $3,191+90.3% | $4,645+30.8% | $2,270+167.6% |
| Participant deferral / active EE | $8,177 | $6,073+34.6% | $6,843+19.5% | $3,740+118.6% |
| Admin fee / account holder | $128 | $551-76.8% | $9,310-98.6% | $513-75.1% |