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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $59,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,107 | $110,083+259.8% | $151,639+161.2% | $68,486+478.4% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -27.83% | -10.12%-17.7pp | 3.34%-31.2pp | -7.85%-20.0pp |
| Employer contribution / active EE | $4,757 | $4,470+6.4% | $6,165-22.8% | $2,597+83.2% |
| Participant deferral / active EE | $16,197 | $6,526+148.2% | $8,363+93.7% | $4,028+302.1% |
| Admin fee / account holder | $488 | $7,718-93.7% | $11,613-95.8% | $5,404-91.0% |