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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $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 | $38,165+1.7% | $189,758-79.5% | $69,255-43.9% |
| Participation rate | 88.0% | 66.7%+21.4pp | 79.8%+8.2pp | 69.0%+19.0pp |
| Annual return | 13.41% | 14.65%-1.2pp | 52.62%-39.2pp | 26.73%-13.3pp |
| Employer contribution / active EE | $1,586 | $1,589-0.2% | $4,767-66.7% | $2,645-40.0% |
| Participant deferral / active EE | $2,585 | $2,073+24.7% | $5,856-55.8% | $2,890-10.6% |
| Admin fee / account holder | $31 | $714-95.7% | $20,388-99.8% | $733-95.8% |