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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $60,778 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ind... | $10,124 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,987 | $89,123-30.4% | $102,460-39.5% | $77,762-20.3% |
| Participation rate | 83.8% | 80.9%+2.8pp | 76.5%+7.2pp | 70.6%+13.2pp |
| Annual return | 15.10% | 25.05%-9.9pp | 29.47%-14.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $2,006 | $2,700-25.7% | $3,025-33.7% | $2,728-26.5% |
| Participant deferral / active EE | $3,276 | $5,148-36.4% | $5,056-35.2% | $4,651-29.6% |
| Admin fee / account holder | $186 | $236-21.1% | $9,460-98.0% | $433-57.0% |