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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $35,707 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $19,585 |
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 | $182,902 | $101,539+80.1% | $147,041+24.4% | $74,400+145.8% |
| Participation rate | 94.0% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.7pp |
| Annual return | 12.77% | 8740.84%-8728.1pp | 419.21%-406.4pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $7,788 | $3,811+104.4% | $4,935+57.8% | $2,624+196.8% |
| Participant deferral / active EE | $7,919 | $7,304+8.4% | $8,071-1.9% | $4,348+82.1% |
| Admin fee / account holder | $146 | $1,749-91.6% | $13,006-98.9% | $1,944-92.5% |