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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,309 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $6,663 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,474 | $61,391-9.6% | $149,723-62.9% | $71,529-22.4% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 18.42% | 35.88%-17.5pp | 134.50%-116.1pp | 28.97%-10.6pp |
| Employer contribution / active EE | $2,493 | $2,384+4.6% | $4,821-48.3% | $2,590-3.7% |
| Participant deferral / active EE | $3,564 | $2,921+22.0% | $5,682-37.3% | $4,291-16.9% |
| Admin fee / account holder | $132 | $1,264-89.5% | $13,215-99.0% | $1,588-91.7% |