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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $78,224 |
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 | $88,251 | $52,722+67.4% | $90,461-2.4% | $73,412+20.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 11.80% | 20.70%-8.9pp | 1294.76%-1283.0pp | 59.30%-47.5pp |
| Employer contribution / active EE | $3,711 | $1,872+98.3% | $3,264+13.7% | $2,234+66.1% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $231 | $117+98.1% | $5,617-95.9% | $158+46.6% |