Filed January 6, 2017
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $64,001 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $6,889 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,401 | $57,921-52.7% | $84,750-67.7% | $57,658-52.5% |
| Participation rate | 98.4% | 72.9%+25.4pp | 76.6%+21.8pp | 70.2%+28.1pp |
| Annual return | 11.00% | 10.24%+0.8pp | 22.78%-11.8pp | 5.13%+5.9pp |
| Employer contribution / active EE | $2,401 | $2,598-7.6% | $3,574-32.8% | $1,974+21.7% |
| Participant deferral / active EE | $3,904 | $2,742+42.4% | $3,712+5.2% | $3,061+27.6% |
| Admin fee / account holder | $70 | $130-46.1% | $5,332-98.7% | $95-26.0% |