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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,556 |
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 | $92,110 | $80,753+14.1% | $136,297-32.4% | $62,293+47.9% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 16.72% | 35.83%-19.1pp | 5156.19%-5139.5pp | 28.90%-12.2pp |
| Employer contribution / active EE | $5,016 | $2,884+73.9% | $4,696+6.8% | $2,042+145.6% |
| Participant deferral / active EE | $6,752 | $5,164+30.8% | $6,247+8.1% | $3,169+113.1% |
| Admin fee / account holder | $77 | $525-85.3% | $9,244-99.2% | $479-83.9% |