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 | $50,902-30.5% | $155,534-77.2% | $77,736-54.5% |
| Participation rate | 81.5% | 63.1%+18.4pp | 78.2%+3.3pp | 70.6%+10.9pp |
| Annual return | 10.36% | 34.85%-24.5pp | 64.92%-54.6pp | 31.26%-20.9pp |
| Employer contribution / active EE | $2,867 | $1,991+44.0% | $4,675-38.7% | $2,728+5.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $142 | $437-67.5% | $15,900-99.1% | $433-67.2% |