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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,221 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING Service code 28 PO BOX 55848 · BOSTON, MA 02205 | Investment Management | $12,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,463 | $50,902+42.4% | $155,534-53.4% | $77,736-6.8% |
| Participation rate | 67.8% | 63.1%+4.7pp | 78.2%-10.5pp | 70.6%-2.8pp |
| Annual return | 16.34% | 34.85%-18.5pp | 64.92%-48.6pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,398 | $1,991-29.8% | $4,675-70.1% | $2,728-48.7% |
| Participant deferral / active EE | $4,956 | $2,824+75.5% | $5,630-12.0% | $4,651+6.6% |
| Admin fee / account holder | $162 | $437-62.9% | $15,900-99.0% | $433-62.6% |