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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $54,763 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $11,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,574 | $50,902-8.5% | $155,534-70.1% | $77,736-40.1% |
| Participation rate | 42.9% | 63.1%-20.1pp | 78.2%-35.3pp | 70.6%-27.6pp |
| Annual return | 13.89% | 34.85%-21.0pp | 64.92%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,307 | $1,991-34.4% | $4,675-72.0% | $2,728-52.1% |
| Participant deferral / active EE | $2,453 | $2,824-13.1% | $5,630-56.4% | $4,651-47.3% |
| Admin fee / account holder | $94 | $437-78.5% | $15,900-99.4% | $433-78.3% |