Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,516 | $129,227-47.0% | $184,256-62.8% | $77,762-11.9% |
| Participation rate | 99.1% | 87.4%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 15.84% | 33.24%-17.4pp | 28.85%-13.0pp | 31.27%-15.4pp |
| Employer contribution / active EE | $5,521 | $4,412+25.1% | $6,427-14.1% | $2,728+102.4% |
| Participant deferral / active EE | $5,934 | $7,307-18.8% | $9,133-35.0% | $4,651+27.6% |
| Admin fee / account holder | $75 | $256-70.7% | $13,899-99.5% | $433-82.7% |