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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $91,218 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,390 | $58,344+72.1% | $98,506+1.9% | $86,821+15.6% |
| Participation rate | 75.0% | 68.4%+6.6pp | 73.3%+1.7pp | 72.3%+2.7pp |
| Annual return | 19.39% | 43.47%-24.1pp | 1494.92%-1475.5pp | 97.94%-78.5pp |
| Employer contribution / active EE | $3,796 | $2,008+89.1% | $2,961+28.2% | $2,406+57.8% |
| Participant deferral / active EE | $0 | $3,156-100.0% | $4,277-100.0% | $4,132-100.0% |
| Admin fee / account holder | $257 | $138+86.5% | $5,955-95.7% | $170+51.5% |