Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $77,942 |
Service code 26 101 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $72,460 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,246 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,748 | $46,332-66.0% | $143,799-89.0% | $64,819-75.7% |
| Participation rate | 96.8% | 64.2%+32.5pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | -14.92% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $1,317 | $1,911-31.1% | $4,952-73.4% | $2,507-47.5% |
| Participant deferral / active EE | $2,542 | $2,647-4.0% | $5,638-54.9% | $4,311-41.0% |
| Admin fee / account holder | $151 | $154-2.1% | $14,677-99.0% | $188-19.8% |