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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $19,282 |
SYNOVUS TRUST COMPANY2+ years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $14,363 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,524 | $52,884-46.1% | $84,753-66.3% | $55,167-48.3% |
| Participation rate | 70.8% | 67.5%+3.2pp | 76.6%-5.8pp | 69.0%+1.8pp |
| Annual return | 7.92% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $359 | $2,233-83.9% | $3,574-89.9% | $1,963-81.7% |
| Participant deferral / active EE | $1,931 | $2,644-27.0% | $3,712-48.0% | $3,054-36.8% |
| Admin fee / account holder | $198 | $581-65.9% | $5,333-96.3% | $504-60.7% |