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.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,483 | $51,638-35.2% | $129,406-74.1% | $80,959-58.6% |
| Participation rate | 98.5% | 56.9%+41.6pp | 69.6%+28.9pp | 67.7%+30.9pp |
| Annual return | 12.85% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,998 | $1,584+89.3% | $4,155-27.9% | $2,757+8.7% |
| Participant deferral / active EE | $4,772 | $2,670+78.7% | $4,167+14.5% | $4,300+11.0% |
| Admin fee / account holder | $91 | $4,313-97.9% | $7,689-98.8% | $6,925-98.7% |