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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 | $51,642-35.2% | $129,384-74.1% | $80,935-58.6% |
| Participation rate | 98.5% | 56.9%+41.6pp | 69.6%+28.9pp | 67.7%+30.9pp |
| Annual return | 12.85% | 20.78%-7.9pp | 9461.77%-9448.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,998 | $1,583+89.4% | $4,153-27.8% | $2,757+8.7% |
| Participant deferral / active EE | $4,772 | $2,670+78.8% | $4,166+14.6% | $4,299+11.0% |
| Admin fee / account holder | $91 | $4,312-97.9% | $7,686-98.8% | $6,924-98.7% |