Filed December 3, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $82,190 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $13,449 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,377 | $82,163-47.2% | $125,363-65.4% | $64,814-33.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 82.4%+7.6pp | 71.5%+18.5pp |
| Annual return | -16.21% | 3.49%-19.7pp | 572.15%-588.4pp | 32.84%-49.0pp |
| Employer contribution / active EE | $2,769 | $3,616-23.4% | $4,815-42.5% | $2,507+10.5% |
| Participant deferral / active EE | $4,425 | $7,175-38.3% | $7,447-40.6% | $4,310+2.7% |
| Admin fee / account holder | $125 | $163-23.4% | $10,005-98.8% | $188-33.4% |