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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 54-2005153 | Investment Management | $55,489 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $44,033 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $10,324 |
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 | $75,893 | $74,089+2.4% | $133,975-43.4% | $55,167+37.6% |
| Participation rate | 94.7% | 84.3%+10.5pp | 87.1%+7.7pp | 69.0%+25.7pp |
| Annual return | 8.27% | 12.11%-3.8pp | 29.29%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $5,682 | $3,064+85.5% | $5,211+9.0% | $1,963+189.5% |
| Participant deferral / active EE | $3,860 | $4,678-17.5% | $6,282-38.6% | $3,054+26.4% |
| Admin fee / account holder | -$51 | $458-111.0% | $9,324-100.5% | $504-110.0% |