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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $28,849 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $297,516 | $61,172+386.4% | $185,851+60.1% | $79,389+274.8% |
| Participation rate | 99.4% | 66.6%+32.8pp | 81.7%+17.7pp | 70.7%+28.7pp |
| Annual return | 11.24% | 19.45%-8.2pp | 122.11%-110.9pp | 116.89%-105.7pp |
| Employer contribution / active EE | $8,802 | $2,321+279.3% | $5,168+70.3% | $2,428+262.5% |
| Participant deferral / active EE | $6,472 | $2,788+132.2% | $5,569+16.2% | $4,046+60.0% |
| Admin fee / account holder | $131 | $710-81.6% | $16,245-99.2% | $626-79.1% |