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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3+ years Service code 60 · EIN 27-2037969 | Sub-TA Fees | $7,661 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,963 | $80,753+105.5% | $136,297+21.8% | $62,293+166.4% |
| Participation rate | 83.4% | 73.5%+9.9pp | 81.9%+1.5pp | 69.5%+13.9pp |
| Annual return | 14.66% | 35.83%-21.2pp | 5156.19%-5141.5pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,476 | $2,884-14.1% | $4,696-47.3% | $2,042+21.3% |
| Participant deferral / active EE | $7,457 | $5,164+44.4% | $6,247+19.4% | $3,169+135.3% |
| Admin fee / account holder | $50 | $525-90.5% | $9,244-99.5% | $479-89.6% |