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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $49,043 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $18,833 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $5,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,481 | $62,928-30.9% | $172,753-74.8% | $67,582-35.7% |
| Participation rate | 39.2% | 64.5%-25.2pp | 82.6%-43.4pp | 71.3%-32.0pp |
| Annual return | 20.94% | 30.36%-9.4pp | 803.00%-782.1pp | 378.57%-357.6pp |
| Employer contribution / active EE | $618 | $1,636-62.2% | $5,144-88.0% | $2,148-71.2% |
| Participant deferral / active EE | $1,814 | $2,145-15.4% | $5,198-65.1% | $3,539-48.8% |
| Admin fee / account holder | $168 | $167+1.0% | $13,956-98.8% | $142+18.3% |