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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $85,690 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 15-5291215 | Advisory (Plan) | $34,000 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $10,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,595 | $53,254-14.4% | $155,574-70.7% | $199,921-77.2% |
| Participation rate | 63.4% | 64.1%-0.8pp | 78.2%-14.8pp | 72.0%-8.6pp |
| Annual return | 19.52% | 41.18%-21.7pp | 64.87%-45.3pp | 34.28%-14.8pp |
| Employer contribution / active EE | $950 | $1,848-48.6% | $4,676-79.7% | $3,035-68.7% |
| Participant deferral / active EE | $2,830 | $3,165-10.6% | $5,629-49.7% | $5,089-44.4% |
| Admin fee / account holder | $145 | $186-21.9% | $15,914-99.1% | $269-46.2% |