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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $33,878 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $17,462 |
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 | $166,326 | $91,424+81.9% | $135,942+22.4% | $71,495+132.6% |
| Participation rate | 90.7% | 75.7%+15.1pp | 81.9%+8.8pp | 67.9%+22.8pp |
| Annual return | 2.08% | 29.90%-27.8pp | 68.28%-66.2pp | 28.85%-26.8pp |
| Employer contribution / active EE | $7,727 | $3,704+108.6% | $4,858+59.1% | $2,589+198.4% |
| Participant deferral / active EE | $7,264 | $7,092+2.4% | $7,759-6.4% | $4,291+69.3% |
| Admin fee / account holder | $142 | $1,266-88.8% | $10,764-98.7% | $1,588-91.1% |