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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $43,452 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,564 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,381 | $129,095-25.3% | $184,200-47.7% | $77,671+24.1% |
| Participation rate | 92.1% | 87.3%+4.8pp | 86.8%+5.3pp | 70.6%+21.5pp |
| Annual return | 20.22% | 33.29%-13.1pp | 28.80%-8.6pp | 31.21%-11.0pp |
| Employer contribution / active EE | $4,562 | $4,410+3.4% | $6,424-29.0% | $2,726+67.3% |
| Participant deferral / active EE | $12,390 | $7,300+69.7% | $9,132+35.7% | $4,648+166.6% |
| Admin fee / account holder | $84 | $256-67.0% | $13,907-99.4% | $430-80.4% |