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.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,769 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,926 | $53,901-81.6% | $134,162-92.6% | $73,493-86.5% |
| Participation rate | 99.1% | 62.8%+36.3pp | 72.2%+27.0pp | 70.7%+28.5pp |
| Annual return | 17.08% | 15.82%+1.3pp | 36.35%-19.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,578 | $1,458+8.2% | $3,705-57.4% | $2,270-30.5% |
| Participant deferral / active EE | $3,608 | $2,739+31.8% | $3,500+3.1% | $3,740-3.5% |
| Admin fee / account holder | $23 | $581-96.0% | $6,685-99.7% | $513-95.5% |