Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 | Claims processing; Trustee (bank, tru... | $13,142 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 · EIN 62-1868111 | Recordkeeping | $3,700 |
Filed as: WTRISC ALLIANCE Service code 12 2800 NORTH CENTRAL AVENUE SUITE 900 · PHOENIX, AZ 85004 | Claims processing; Account maintenanc... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,513 | $45,283+7.1% | $155,789-68.9% | $52,331-7.3% |
| Participation rate | 97.4% | 62.2%+35.2pp | 76.1%+21.3pp | 68.1%+29.3pp |
| Annual return | -0.22% | 1.80%-2.0pp | 71.54%-71.8pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,789 | $1,329+34.6% | $3,839-53.4% | $1,882-4.9% |
| Participant deferral / active EE | $3,150 | $2,854+10.4% | $4,798-34.3% | $3,022+4.2% |
| Admin fee / account holder | $50 | $981-94.9% | $7,477-99.3% | $592-91.5% |