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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,666 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,346 | $65,125+219.9% | $143,797+44.9% | $66,949+211.2% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -18.44% | -11.13%-7.3pp | -0.04%-18.4pp | 1.57%-20.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,745 | $2,920+131.0% | $5,638+19.6% | $4,239+59.1% |
| Admin fee / account holder | $177 | $503-64.9% | $14,679-98.8% | $594-70.2% |