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| 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 | $51,604-35.1% | $129,295-74.1% | $80,874-58.6% |
| Participation rate | 98.5% | 57.0%+41.6pp | 69.6%+28.9pp | 67.6%+30.9pp |
| Annual return | 12.85% | 20.76%-7.9pp | 9429.28%-9416.4pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,998 | $1,585+89.2% | $4,157-27.9% | $2,756+8.8% |
| Participant deferral / active EE | $4,772 | $2,670+78.7% | $4,169+14.5% | $4,297+11.1% |
| Admin fee / account holder | $91 | $4,310-97.9% | $7,665-98.8% | $6,935-98.7% |