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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT CAPITAL Service code 27 · EIN 86-1109193 | Advisory (Plan) | $382,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$266,554 |
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 | $100,150 | $89,274+12.2% | $149,721-33.1% | $77,958+28.5% |
| Participation rate | 97.9% | 87.6%+10.3pp | 87.1%+10.8pp | 71.6%+26.2pp |
| Annual return | 18.64% | 20.36%-1.7pp | 1501.67%-1483.0pp | 20.87%-2.2pp |
| Employer contribution / active EE | $3,945 | $3,727+5.9% | $5,444-27.5% | $2,310+70.7% |
| Participant deferral / active EE | $7,137 | $5,382+32.6% | $6,568+8.7% | $3,537+101.8% |
| Admin fee / account holder | $108 | $240-55.2% | $11,282-99.0% | $97+10.5% |