Filed June 21, 2024 (most recent of 2 filings on file)
Total covered: 41 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $37,112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,702 | $100,272-39.5% | $170,057-64.3% | $74,473-18.5% |
| Participation rate | 98.5% | 87.4%+11.1pp | 87.0%+11.5pp | 70.7%+27.7pp |
| Annual return | 19.40% | 66.12%-46.7pp | 53.42%-34.0pp | 34.36%-15.0pp |
| Employer contribution / active EE | $5,374 | $4,266+26.0% | $6,790-20.9% | $2,638+103.7% |
| Participant deferral / active EE | $5,628 | $7,147-21.3% | $10,411-45.9% | $4,530+24.2% |
| Admin fee / account holder | $62 | $235-73.7% | $12,826-99.5% | $347-82.2% |