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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 28 · EIN 27-2037969 | Investment Management | $5,448 |
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 | $140,754 | $204,517-31.2% | $69,480+102.6% | $77,775+81.0% |
| Participation rate | 97.9% | 74.6%+23.2pp | 74.6%+23.3pp | 73.2%+24.7pp |
| Annual return | 16.52% | 22.10%-5.6pp | 28.99%-12.5pp | 32.58%-16.1pp |
| Employer contribution / active EE | $5,000 | $3,548+40.9% | $2,780+79.9% | $2,504+99.7% |
| Participant deferral / active EE | $3,639 | $3,478+4.6% | $3,537+2.9% | $3,966-8.2% |
| Admin fee / account holder | $2 | $101-97.9% | $3,840-99.9% | $100-97.9% |