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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Custodial (securities); Recordkeeping... | $22,237 |
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 | $38,823 | $46,464-16.4% | $150,298-74.2% | $79,634-51.2% |
| Participation rate | 88.0% | 57.0%+31.1pp | 77.8%+10.3pp | 62.5%+25.6pp |
| Annual return | 13.41% | 27.89%-14.5pp | 62.79%-49.4pp | 36.46%-23.1pp |
| Employer contribution / active EE | $1,586 | $1,512+4.9% | $4,154-61.8% | $2,529-37.3% |
| Participant deferral / active EE | $2,585 | $2,157+19.9% | $5,453-52.6% | $3,835-32.6% |
| Admin fee / account holder | $31 | $891-96.5% | $14,116-99.8% | $1,002-96.9% |