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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $9,492 |
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 | $67,798 | $56,918+19.1% | $182,558-62.9% | $65,186+4.0% |
| Participation rate | 97.4% | 66.5%+31.0pp | 78.0%+19.5pp | 70.2%+27.2pp |
| Annual return | 23.46% | 27.67%-4.2pp | 148.59%-125.1pp | 29.39%-5.9pp |
| Employer contribution / active EE | $2,028 | $1,615+25.6% | $4,076-50.2% | $2,177-6.8% |
| Participant deferral / active EE | $4,303 | $3,526+22.0% | $5,526-22.1% | $3,514+22.5% |
| Admin fee / account holder | $58 | $531-89.0% | $8,594-99.3% | $847-93.1% |