Filed January 6, 2017
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $71,155 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $6,468 |
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 | $33,574 | $60,545-44.5% | $92,233-63.6% | $69,631-51.8% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.5%+22.3pp | 70.7%+28.1pp |
| Annual return | 32.65% | 19.71%+12.9pp | 176.28%-143.6pp | 27571.02%-27538.4pp |
| Employer contribution / active EE | $2,465 | $2,633-6.4% | $3,679-33.0% | $2,032+21.3% |
| Participant deferral / active EE | $4,006 | $2,828+41.7% | $3,897+2.8% | $3,224+24.3% |
| Admin fee / account holder | $68 | $145-52.8% | $5,194-98.7% | $110-38.2% |