Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $25,773 |
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 | $264,236 | $65,125+305.7% | $143,797+83.8% | $66,949+294.7% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -15.52% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $8,801 | $2,362+272.6% | $4,952+77.7% | $2,545+245.8% |
| Participant deferral / active EE | $6,720 | $2,920+130.1% | $5,638+19.2% | $4,239+58.5% |
| Admin fee / account holder | $119 | $503-76.3% | $14,679-99.2% | $594-79.9% |