Filed January 6, 2017
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $21,272 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Trustee (bank... | $7,629 |
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 | $36,437 | $66,601-45.3% | $92,909-60.8% | $67,579-46.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 25.72% | 92.58%-66.9pp | 109.44%-83.7pp | 378.56%-352.8pp |
| Employer contribution / active EE | $2,581 | $2,775-7.0% | $3,653-29.4% | $2,148+20.2% |
| Participant deferral / active EE | $4,686 | $3,157+48.5% | $4,238+10.6% | $3,539+32.4% |
| Admin fee / account holder | $44 | $199-78.1% | $5,795-99.2% | $142-69.4% |