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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $17,544 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $153,893 | $95,415+61.3% | $185,851-17.2% | $85,851+79.3% |
| Participation rate | 91.2% | 68.8%+22.5pp | 81.7%+9.5pp | 69.3%+21.9pp |
| Annual return | 10.42% | 23.59%-13.2pp | 122.11%-111.7pp | 318.63%-308.2pp |
| Employer contribution / active EE | $4,598 | $3,314+38.8% | $5,168-11.0% | $2,565+79.2% |
| Participant deferral / active EE | $3,826 | $3,424+11.7% | $5,569-31.3% | $3,952-3.2% |
| Admin fee / account holder | $256 | $7,215-96.5% | $16,245-98.4% | $6,261-95.9% |