Filed February 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $81,689 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,087 | $66,457-75.8% | $81,382-80.2% | $77,643-79.3% |
| Participation rate | 91.5% | 68.7%+22.8pp | 69.5%+22.0pp | 70.6%+21.0pp |
| Annual return | 10.64% | 15.93%-5.3pp | 24.73%-14.1pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,277 | $2,159-40.9% | $2,463-48.2% | $2,726-53.2% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $137 | $583-76.4% | $5,768-97.6% | $430-68.1% |