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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $64,597 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $17,148 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,770 | $50,820-23.7% | $155,567-75.1% | $77,671-50.1% |
| Participation rate | 81.9% | 63.1%+18.8pp | 78.2%+3.7pp | 70.6%+11.3pp |
| Annual return | 11.99% | 34.85%-22.9pp | 64.74%-52.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $2,756 | $1,993+38.3% | $4,674-41.0% | $2,726+1.1% |
| Participant deferral / active EE | $5,129 | $2,823+81.7% | $5,628-8.9% | $4,648+10.3% |
| Admin fee / account holder | $87 | $436-80.0% | $15,916-99.5% | $430-79.8% |