Filed October 10, 2023
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $99,682 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 27 300 PRIMERA BLVD. · LAKE MARY, FL 32746 | Advisory (Plan) | $51,885 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,402 | $50,812-30.3% | $155,602-77.2% | $77,692-54.4% |
| Participation rate | 81.5% | 63.1%+18.4pp | 78.2%+3.3pp | 70.6%+11.0pp |
| Annual return | 10.36% | 34.85%-24.5pp | 64.81%-54.4pp | 31.25%-20.9pp |
| Employer contribution / active EE | $2,867 | $1,989+44.2% | $4,675-38.7% | $2,726+5.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $142 | $436-67.5% | $15,923-99.1% | $431-67.0% |