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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,699 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,609 | $81,331+234.0% | $155,534+74.6% | $80,935+235.6% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 12.91% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $17,227 | $3,105+454.9% | $4,675+268.5% | $2,757+524.9% |
| Participant deferral / active EE | $13,092 | $3,454+279.0% | $5,630+132.5% | $4,299+204.5% |
| Admin fee / account holder | $244 | $7,999-96.9% | $15,900-98.5% | $6,924-96.5% |