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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,094 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,688 | $47,898-71.4% | $117,533-88.4% | $64,819-78.9% |
| Participation rate | 97.4% | 61.9%+35.5pp | 70.6%+26.8pp | 71.5%+25.9pp |
| Annual return | -16.73% | -15.54%-1.2pp | 29.77%-46.5pp | 32.84%-49.6pp |
| Employer contribution / active EE | $808 | $1,774-54.5% | $4,179-80.7% | $2,507-67.8% |
| Participant deferral / active EE | $2,574 | $3,151-18.3% | $4,072-36.8% | $4,311-40.3% |
| Admin fee / account holder | $63 | $132-52.3% | $5,647-98.9% | $188-66.5% |